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 | $131,759 | $100,923+30.6% | $150,045-12.2% | $74,304+77.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 22.10% | 51.77%-29.7pp | 62.55%-40.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $7,386 | $3,463+113.3% | $4,693+57.4% | $2,241+229.6% |
| Participant deferral / active EE | $7,590 | $6,709+13.1% | $7,997-5.1% | $3,767+101.5% |
| Admin fee / account holder | $1,905 | $2,767-31.2% | $13,435-85.8% | $2,969-35.8% |