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 | $71,703 | $72,492-1.1% | $87,100-17.7% | $72,985-1.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.23% | 24.46%-0.2pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,852 | $1,894+50.6% | $2,521+13.1% | $2,440+16.9% |
| Participant deferral / active EE | $3,485 | $3,270+6.6% | $4,049-13.9% | $3,607-3.4% |
| Admin fee / account holder | $1,822 | $5,055-64.0% | $7,497-75.7% | $5,124-64.4% |