See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,308 | $102,382+101.5% | $147,005+40.3% | $80,874+155.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.2pp | 67.6%+23.8pp |
| Annual return | 17.08% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.5pp |
| Employer contribution / active EE | $4,800 | $3,715+29.2% | $4,934-2.7% | $2,756+74.2% |
| Participant deferral / active EE | $7,176 | $6,646+8.0% | $8,070-11.1% | $4,297+67.0% |
| Admin fee / account holder | $16,793 | $7,942+111.4% | $13,006+29.1% | $6,935+142.1% |