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 7-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 | $114,388 | $98,750+15.8% | $149,696-23.6% | $79,858+43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.46% | 27.43%-1.0pp | 276.60%-250.1pp | 31.71%-5.3pp |
| Employer contribution / active EE | $4,432 | $3,216+37.8% | $4,644-4.6% | $2,471+79.4% |
| Participant deferral / active EE | $10,947 | $5,680+92.7% | $6,842+60.0% | $3,740+192.7% |
| Admin fee / account holder | $5,692 | $6,053-6.0% | $9,309-38.9% | $5,306+7.3% |