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 | $120,928 | $76,000+59.1% | $154,107-21.5% | $64,186+88.4% |
| Participation rate | 88.8% | 70.4%+18.4pp | 83.0%+5.7pp | 69.6%+19.2pp |
| Annual return | 7.94% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $3,822 | $3,351+14.1% | $5,298-27.9% | $2,381+60.5% |
| Participant deferral / active EE | $3,785 | $3,175+19.2% | $5,081-25.5% | $3,470+9.1% |
| Admin fee / account holder | $8,582 | $5,596+53.3% | $13,411-36.0% | $4,888+75.6% |