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 | $91,095 | $57,057+59.7% | $85,009+7.2% | $80,874+12.6% |
| Participation rate | 97.7% | 56.4%+41.4pp | 67.5%+30.2pp | 67.6%+30.1pp |
| Annual return | 14.40% | 21.66%-7.3pp | 66.47%-52.1pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,586 | $1,799+99.3% | $2,728+31.4% | $2,756+30.1% |
| Participant deferral / active EE | $8,228 | $3,112+164.4% | $4,522+82.0% | $4,297+91.5% |
| Admin fee / account holder | $4,738 | $4,986-5.0% | $6,153-23.0% | $6,935-31.7% |