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 | $168,064 | $57,016+194.8% | $84,966+97.8% | $80,856+107.9% |
| Participation rate | 85.7% | 56.3%+29.4pp | 67.5%+18.2pp | 67.6%+18.1pp |
| Annual return | 15.70% | 21.66%-6.0pp | 66.38%-50.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,214 | $1,798+245.7% | $2,727+127.9% | $2,755+125.6% |
| Participant deferral / active EE | $4,602 | $3,110+48.0% | $4,519+1.8% | $4,296+7.1% |
| Admin fee / account holder | $3,414 | $4,980-31.5% | $6,149-44.5% | $6,918-50.6% |