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 | $84,369 | $52,353+61.2% | $120,225-29.8% | $82,448+2.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 55.18% | 61.85%-6.7pp | 439.23%-384.0pp | 41.64%+13.5pp |
| Employer contribution / active EE | $3,994 | $1,510+164.5% | $3,475+14.9% | $2,551+56.6% |
| Participant deferral / active EE | $10,017 | $2,627+281.3% | $3,999+150.5% | $4,139+142.0% |
| Admin fee / account holder | $6,536 | $4,363+49.8% | $5,696+14.7% | $7,234-9.6% |