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 | $199,710 | $80,717+147.4% | $154,803+29.0% | $84,808+135.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.08% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $11,317 | $2,761+309.9% | $4,305+162.9% | $2,631+330.2% |
| Participant deferral / active EE | $6,531 | $3,303+97.7% | $5,540+17.9% | $4,212+55.1% |
| Admin fee / account holder | $2,724 | $6,746-59.6% | $14,329-81.0% | $7,344-62.9% |