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 | $211,485 | $80,673+162.2% | $101,326+108.7% | $84,808+149.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 29.65% | 38.95%-9.3pp | 36.82%-7.2pp | 40.90%-11.2pp |
| Employer contribution / active EE | $6,954 | $2,698+157.8% | $3,665+89.7% | $2,631+164.3% |
| Participant deferral / active EE | $8,991 | $6,840+31.4% | $7,994+12.5% | $4,212+113.5% |
| Admin fee / account holder | $1,044 | $12,784-91.8% | $11,185-90.7% | $7,344-85.8% |