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 | $103,494 | $53,516+93.4% | $126,539-18.2% | $84,808+22.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.25% | 58.34%-44.1pp | 425.95%-411.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,717 | $1,535+337.7% | $3,674+82.8% | $2,631+155.3% |
| Participant deferral / active EE | $4,025 | $2,671+50.7% | $4,083-1.4% | $4,212-4.4% |
| Admin fee / account holder | $10,129 | $4,497+125.3% | $6,065+67.0% | $7,344+37.9% |