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 | $179,305 | $102,317+75.2% | $146,958+22.0% | $80,856+121.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.67% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,111 | $3,713+10.7% | $4,933-16.7% | $2,755+49.2% |
| Participant deferral / active EE | $11,806 | $6,644+77.7% | $8,070+46.3% | $4,296+174.8% |
| Admin fee / account holder | $7,169 | $7,941-9.7% | $12,998-44.8% | $6,918+3.6% |