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 9-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 | $107,139 | $49,227+117.6% | $70,449+52.1% | $79,858+34.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.69% | 30.06%-16.4pp | 109.03%-95.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,619 | $2,099+72.4% | $2,737+32.3% | $2,471+46.5% |
| Participant deferral / active EE | $2,799 | $2,768+1.1% | $3,709-24.5% | $3,740-25.2% |
| Admin fee / account holder | $1,854 | $2,878-35.6% | $3,845-51.8% | $5,306-65.1% |