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 | $92,603 | $59,263+56.3% | $96,562-4.1% | $79,386+16.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 13.32% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.5pp |
| Employer contribution / active EE | $5,210 | $1,216+328.6% | $2,356+121.1% | $2,427+114.6% |
| Participant deferral / active EE | $4,561 | $2,948+54.7% | $3,849+18.5% | $4,046+12.7% |
| Admin fee / account holder | $823 | $658+24.9% | $6,181-86.7% | $626+31.3% |