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 | $194,892 | $52,279+272.8% | $89,391+118.0% | $79,858+144.0% |
| Participation rate | 98.9% | 57.5%+41.3pp | 68.0%+30.9pp | 69.6%+29.2pp |
| Annual return | 18.35% | 22.16%-3.8pp | 245.62%-227.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $8,025 | $1,572+410.6% | $2,586+210.4% | $2,471+224.8% |
| Participant deferral / active EE | $7,450 | $2,740+171.9% | $3,890+91.5% | $3,740+99.2% |
| Admin fee / account holder | $5,470 | $3,356+63.0% | $4,881+12.1% | $5,306+3.1% |