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 | $117,364 | $91,190+28.7% | $178,490-34.2% | $79,858+47.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.72% | 24.19%-13.5pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $5,149 | $3,256+58.1% | $5,011+2.8% | $2,471+108.4% |
| Participant deferral / active EE | $3,718 | $3,236+14.9% | $5,202-28.5% | $3,740-0.6% |
| Admin fee / account holder | $2,830 | $6,751-58.1% | $13,984-79.8% | $5,306-46.7% |