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 | $95,027 | $106,749-11.0% | $145,433-34.7% | $82,448+15.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.68% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $4,865 | $3,444+41.2% | $4,554+6.8% | $2,551+90.7% |
| Participant deferral / active EE | $11,023 | $6,519+69.1% | $7,897+39.6% | $4,139+166.3% |
| Admin fee / account holder | $18,287 | $8,390+118.0% | $13,129+39.3% | $7,234+152.8% |