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 | $72,002 | $81,460-11.6% | $103,333-30.3% | $80,856-11.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 34.48% | 25.55%+8.9pp | 24.88%+9.6pp | 35.59%-1.1pp |
| Employer contribution / active EE | $2,302 | $3,105-25.9% | $3,868-40.5% | $2,755-16.4% |
| Participant deferral / active EE | $8,409 | $3,869+117.4% | $5,057+66.3% | $4,296+95.7% |
| Admin fee / account holder | $39,220 | $6,566+497.3% | $8,355+369.4% | $6,918+466.9% |