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 | $83,109 | $62,327+33.3% | $120,354-30.9% | $74,495+11.6% |
| Participation rate | 86.7% | 56.8%+29.9pp | 71.9%+14.8pp | 67.2%+19.5pp |
| Annual return | 18.60% | 18.61%0pp | 107.15%-88.5pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $2,732 | $1,843+48.2% | $3,463-21.1% | $2,623+4.1% |
| Participant deferral / active EE | $4,537 | $2,893+56.8% | $4,991-9.1% | $4,346+4.4% |
| Admin fee / account holder | $6,811 | $2,396+184.3% | $9,423-27.7% | $1,942+250.8% |