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 | $92,955 | $89,355+4.0% | $141,162-34.1% | $72,985+27.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.25% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $4,037 | $3,114+29.6% | $4,735-14.7% | $2,440+65.5% |
| Participant deferral / active EE | $9,003 | $5,418+66.2% | $6,709+34.2% | $3,607+149.6% |
| Admin fee / account holder | $6,249 | $5,958+4.9% | $10,261-39.1% | $5,124+21.9% |