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 | $185,538 | $86,929+113.4% | $102,423+81.1% | $80,856+129.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.65% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,221 | $2,369-48.5% | $3,023-59.6% | $2,755-55.7% |
| Participant deferral / active EE | $6,466 | $4,118+57.0% | $5,053+28.0% | $4,296+50.5% |
| Admin fee / account holder | $1,505 | $8,049-81.3% | $9,451-84.1% | $6,918-78.2% |