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 | $114,427 | $95,416+19.9% | $185,823-38.4% | $85,850+33.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.10% | 23.59%-4.5pp | 122.05%-103.0pp | 318.53%-299.4pp |
| Employer contribution / active EE | $7,628 | $3,314+130.2% | $5,167+47.6% | $2,565+197.4% |
| Participant deferral / active EE | $7,061 | $3,423+106.3% | $5,568+26.8% | $3,952+78.7% |
| Admin fee / account holder | $7,884 | $7,213+9.3% | $16,237-51.4% | $6,260+25.9% |