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 | $100,603 | $91,538+9.9% | $129,995-22.6% | $75,163+33.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.02% | -631.11%+646.1pp | -137.18%+152.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $5,362 | $2,845+88.5% | $4,320+24.1% | $2,670+100.8% |
| Participant deferral / active EE | $5,340 | $4,341+23.0% | $5,820-8.3% | $4,125+29.4% |
| Admin fee / account holder | $1,438 | $6,790-78.8% | $10,614-86.5% | $5,651-74.6% |