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 | $76,230 | $50,175+51.9% | $99,443-23.3% | $65,185+16.9% |
| Participation rate | 88.7% | 68.4%+20.3pp | 73.8%+14.8pp | 70.2%+18.5pp |
| Annual return | 28.12% | 25.36%+2.8pp | 30.72%-2.6pp | 29.38%-1.3pp |
| Employer contribution / active EE | $1,270 | $1,496-15.1% | $2,540-50.0% | $2,177-41.7% |
| Participant deferral / active EE | $4,589 | $2,748+67.0% | $3,619+26.8% | $3,514+30.6% |
| Admin fee / account holder | $6,654 | $398+1573.7% | $6,250+6.5% | $847+685.5% |