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 | $222,339 | $77,634+186.4% | $156,549+42.0% | $62,891+253.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.05% | 50.32%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,728 | $3,444+8.3% | $5,501-32.2% | $2,281+63.4% |
| Participant deferral / active EE | $9,635 | $3,045+216.4% | $4,871+97.8% | $3,203+200.8% |
| Admin fee / account holder | $1,464 | $5,561-73.7% | $13,027-88.8% | $4,296-65.9% |