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 | $121,171 | $91,190+32.9% | $178,490-32.1% | $79,858+51.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.71% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $4,870 | $3,256+49.6% | $5,011-2.8% | $2,471+97.1% |
| Participant deferral / active EE | $5,491 | $3,236+69.7% | $5,202+5.6% | $3,740+46.8% |
| Admin fee / account holder | $5,569 | $6,751-17.5% | $13,984-60.2% | $5,306+4.9% |