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 | $129,117 | $137,414-6.0% | $189,513-31.9% | $85,850+50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.15% | 38.14%-20.0pp | 555.15%-537.0pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,238 | $4,344-48.5% | $6,162-63.7% | $2,565-12.8% |
| Participant deferral / active EE | $4,784 | $6,260-23.6% | $8,221-41.8% | $3,952+21.1% |
| Admin fee / account holder | $7,777 | $8,630-9.9% | $12,045-35.4% | $6,260+24.2% |