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 | $78,520+2.5% | $96,576-16.6% | $82,448-2.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.25% | 41.30%-24.0pp | 38.47%-21.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,187 | $2,630-16.8% | $3,553-38.4% | $2,551-14.3% |
| Participant deferral / active EE | $9,148 | $6,754+35.4% | $7,956+15.0% | $4,139+121.0% |
| Admin fee / account holder | $7,489 | $13,455-44.3% | $11,381-34.2% | $7,234+3.5% |