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 | $80,513 | $80,673-0.2% | $101,326-20.5% | $84,808-5.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.25% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,187 | $2,698-18.9% | $3,665-40.3% | $2,631-16.9% |
| Participant deferral / active EE | $9,148 | $6,840+33.7% | $7,994+14.4% | $4,212+117.2% |
| Admin fee / account holder | $7,489 | $12,784-41.4% | $11,185-33.0% | $7,344+2.0% |