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 7-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 | $117,118 | $69,362+68.8% | $101,248+15.7% | $73,488+59.4% |
| Participation rate | 99.0% | 68.4%+30.7pp | 75.8%+23.2pp | 70.7%+28.4pp |
| Annual return | 57.23% | 18.46%+38.8pp | 46.47%+10.8pp | 28.51%+28.7pp |
| Employer contribution / active EE | $36,543 | $2,628+1290.4% | $3,660+898.6% | $2,270+1509.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,200 | $704+1207.6% | $5,945+54.7% | $513+1693.1% |