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 | $115,803 | $93,571+23.8% | $135,903-14.8% | $75,163+54.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.84% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $7,825 | $3,537+121.3% | $4,856+61.1% | $2,670+193.1% |
| Participant deferral / active EE | $5,647 | $6,404-11.8% | $7,758-27.2% | $4,125+36.9% |
| Admin fee / account holder | $10,421 | $6,975+49.4% | $10,762-3.2% | $5,651+84.4% |