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 | $52,353+97.7% | $120,225-13.9% | $82,448+25.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 14.25% | 61.85%-47.6pp | 439.23%-425.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $6,717 | $1,510+344.8% | $3,475+93.3% | $2,551+163.3% |
| Participant deferral / active EE | $4,025 | $2,627+53.2% | $3,999+0.7% | $4,139-2.8% |
| Admin fee / account holder | $10,129 | $4,363+132.2% | $5,696+77.8% | $7,234+40.0% |