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 | $66,778 | $72,012-7.3% | $185,823-64.1% | $79,858-16.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.02% | 23.12%-9.1pp | 35.95%-21.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $7,287 | $1,965+270.9% | $4,087+78.3% | $2,471+194.9% |
| Participant deferral / active EE | $11,314 | $3,779+199.4% | $5,632+100.9% | $3,740+202.5% |
| Admin fee / account holder | $9,339 | $4,513+107.0% | $9,500-1.7% | $5,306+76.0% |