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 | $65,131 | $53,777+21.1% | $134,143-51.4% | $79,858-18.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.00% | 19.01%-4.0pp | 36.33%-21.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,981 | $1,321+50.0% | $3,704-46.5% | $2,471-19.8% |
| Participant deferral / active EE | $3,675 | $2,420+51.9% | $3,499+5.0% | $3,740-1.7% |
| Admin fee / account holder | $758 | $3,984-81.0% | $6,684-88.7% | $5,306-85.7% |