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 | $129,620 | $76,000+70.6% | $154,107-15.9% | $64,186+101.9% |
| Participation rate | 88.0% | 70.4%+17.5pp | 83.0%+4.9pp | 69.6%+18.4pp |
| Annual return | 8.30% | 30.32%-22.0pp | 735.12%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $7,613 | $3,351+127.2% | $5,298+43.7% | $2,381+219.8% |
| Participant deferral / active EE | $5,635 | $3,175+77.5% | $5,081+10.9% | $3,470+62.4% |
| Admin fee / account holder | $20,742 | $5,596+270.7% | $13,411+54.7% | $4,888+324.3% |