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 | $65,300 | $78,672-17.0% | $109,143-40.2% | $85,850-23.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 22.75% | 25.09%-2.3pp | 25.75%-3.0pp | 318.53%-295.8pp |
| Employer contribution / active EE | $5,432 | $2,735+98.6% | $3,722+46.0% | $2,565+111.8% |
| Participant deferral / active EE | $2,911 | $3,467-16.0% | $4,653-37.4% | $3,952-26.3% |
| Admin fee / account holder | $15,724 | $5,469+187.5% | $6,752+132.9% | $6,260+151.2% |