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 | $55,444 | $73,933-25.0% | $96,683-42.7% | $75,163-26.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.42% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $10,355 | $2,928+253.7% | $3,737+177.1% | $2,670+287.9% |
| Participant deferral / active EE | $5,569 | $3,659+52.2% | $4,878+14.2% | $4,125+35.0% |
| Admin fee / account holder | $2,085 | $5,216-60.0% | $6,730-69.0% | $5,651-63.1% |