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 9-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 | $82,331 | $99,985-17.7% | $146,665-43.9% | $85,850-4.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 61.90% | 18.93%+43.0pp | 22.74%+39.2pp | 318.53%-256.6pp |
| Employer contribution / active EE | $3,735 | $2,559+46.0% | $4,136-9.7% | $2,565+45.6% |
| Participant deferral / active EE | $7,630 | $4,006+90.5% | $5,506+38.6% | $3,952+93.1% |
| Admin fee / account holder | $3,347 | $7,702-56.5% | $10,280-67.4% | $6,260-46.5% |