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 | $100,495 | $53,127+89.2% | $86,590+16.1% | $70,131+43.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.32% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $11,821 | $2,068+471.6% | $2,839+316.4% | $2,342+404.7% |
| Participant deferral / active EE | $10,340 | $2,696+283.6% | $3,609+186.5% | $3,332+210.3% |
| Admin fee / account holder | $1,371 | $3,585-61.8% | $4,906-72.0% | $4,645-70.5% |