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 | $82,106 | $71,057+15.5% | $93,654-12.3% | $80,874+1.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.62% | 11.26%+2.4pp | 133.34%-119.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $5,790 | $1,564+270.2% | $2,421+139.2% | $2,756+110.1% |
| Participant deferral / active EE | $6,198 | $4,034+53.7% | $4,413+40.5% | $4,297+44.3% |
| Admin fee / account holder | $2,464 | $6,944-64.5% | $8,282-70.3% | $6,935-64.5% |