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 | $81,281 | $76,552+6.2% | $123,892-34.4% | $62,891+29.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,619 | $2,883+25.6% | $4,617-21.6% | $2,281+58.7% |
| Participant deferral / active EE | $8,398 | $4,840+73.5% | $5,984+40.3% | $3,203+162.2% |
| Admin fee / account holder | $3,320 | $4,826-31.2% | $8,357-60.3% | $4,296-22.7% |