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 | $158,950 | $48,230+229.6% | $67,502+135.5% | $80,856+96.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.34% | 18.28%-1.9pp | 3512.12%-3495.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,113 | $2,020+103.7% | $2,731+50.6% | $2,755+49.3% |
| Participant deferral / active EE | $4,425 | $2,924+51.4% | $4,000+10.6% | $4,296+3.0% |
| Admin fee / account holder | $7,483 | $3,681+103.3% | $3,998+87.2% | $6,918+8.2% |