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 | $90,405 | $48,750+85.4% | $88,946+1.6% | $74,304+21.7% |
| Participation rate | 100.0% | 44.5%+55.5pp | 68.8%+31.2pp | 60.3%+39.7pp |
| Annual return | 27.19% | 25.91%+1.3pp | 57.82%-30.6pp | 29.43%-2.2pp |
| Employer contribution / active EE | $4,128 | $1,255+228.9% | $2,555+61.6% | $2,241+84.2% |
| Participant deferral / active EE | $7,409 | $2,423+205.7% | $4,581+61.7% | $3,767+96.7% |
| Admin fee / account holder | $6,174 | $3,756+64.4% | $8,261-25.3% | $2,969+108.0% |