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 | $224,913 | $46,869+379.9% | $122,332+83.9% | $70,131+220.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 19.72% | 24.22%-4.5pp | 30.27%-10.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $9,146 | $1,288+610.2% | $4,050+125.8% | $2,342+290.4% |
| Participant deferral / active EE | $8,098 | $2,166+273.8% | $3,287+146.4% | $3,332+143.0% |
| Admin fee / account holder | $1,212 | $3,322-63.5% | $5,478-77.9% | $4,645-73.9% |