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 | $190,640 | $77,503+146.0% | $100,391+89.9% | $80,856+135.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.62% | 37.20%-22.6pp | 49.20%-34.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,913 | $2,801+4.0% | $3,942-26.1% | $2,755+5.7% |
| Participant deferral / active EE | $9,789 | $6,820+43.5% | $8,082+21.1% | $4,296+127.9% |
| Admin fee / account holder | $3,924 | $5,897-33.5% | $7,899-50.3% | $6,918-43.3% |