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 | $87,874 | $93,571-6.1% | $135,903-35.3% | $75,163+16.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.59% | 30.90%-4.3pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $7,029 | $3,537+98.7% | $4,856+44.7% | $2,670+163.3% |
| Participant deferral / active EE | $8,117 | $6,404+26.8% | $7,758+4.6% | $4,125+96.8% |
| Admin fee / account holder | $3,057 | $6,975-56.2% | $10,762-71.6% | $5,651-45.9% |