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 | $72,854 | $49,177+48.1% | $79,464-8.3% | $64,186+13.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.10% | -1.16%+8.3pp | 718.14%-711.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $3,262 | $2,076+57.1% | $2,800+16.5% | $2,381+37.0% |
| Participant deferral / active EE | $1,489 | $2,821-47.2% | $3,704-59.8% | $3,470-57.1% |
| Admin fee / account holder | $2,463 | $3,839-35.8% | $5,113-51.8% | $4,888-49.6% |