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 | $79,954 | $91,552-12.7% | $133,956-40.3% | $79,858+0.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,782 | $2,384-25.2% | $3,919-54.5% | $2,471-27.9% |
| Participant deferral / active EE | $5,006 | $3,733+34.1% | $5,048-0.8% | $3,740+33.8% |
| Admin fee / account holder | $7,290 | $6,321+15.3% | $8,927-18.3% | $5,306+37.4% |