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 | $91,097 | $57,354+58.8% | $83,848+8.6% | $64,186+41.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.20% | 11.38%-6.2pp | 850.88%-845.7pp | 7.63%-2.4pp |
| Employer contribution / active EE | $8,721 | $2,545+242.6% | $3,631+140.2% | $2,381+266.3% |
| Participant deferral / active EE | $2,647 | $2,993-11.5% | $4,082-35.1% | $3,470-23.7% |
| Admin fee / account holder | $2,133 | $4,046-47.3% | $5,478-61.1% | $4,888-56.4% |