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 | $88,360+49.1% | $145,433-9.4% | $67,986+93.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 22.10% | 63.15%-41.1pp | 66.58%-44.5pp | 31.67%-9.6pp |
| Employer contribution / active EE | $7,386 | $3,054+141.9% | $4,554+62.2% | $2,019+265.9% |
| Participant deferral / active EE | $7,590 | $5,932+28.0% | $7,897-3.9% | $3,358+126.0% |
| Admin fee / account holder | $1,905 | $3,313-42.5% | $13,129-85.5% | $3,203-40.5% |