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 | $116,658 | $43,133+170.5% | $89,391+30.5% | $73,488+58.7% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 19.29% | 135.66%-116.4pp | 245.62%-226.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $13,294 | $1,438+824.6% | $2,586+414.2% | $2,270+485.6% |
| Participant deferral / active EE | $2,845 | $2,445+16.4% | $3,890-26.9% | $3,740-23.9% |
| Admin fee / account holder | $3,790 | $444+754.0% | $4,881-22.4% | $513+638.7% |