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 | $185,939 | $58,208+219.4% | $81,812+127.3% | $80,856+130.0% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.6pp | 67.6%+30.3pp |
| Annual return | 14.06% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,460 | $2,340+90.6% | $2,912+53.1% | $2,755+61.9% |
| Participant deferral / active EE | $10,540 | $3,281+221.3% | $4,319+144.1% | $4,296+145.4% |
| Admin fee / account holder | $1,546 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |