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 | $85,442 | $78,705+8.6% | $117,854-27.5% | $70,131+21.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.91% | 23.30%-10.4pp | 335.08%-322.2pp | 73.14%-60.2pp |
| Employer contribution / active EE | $3,374 | $2,223+51.7% | $3,786-10.9% | $2,342+44.0% |
| Participant deferral / active EE | $4,145 | $3,297+25.7% | $4,482-7.5% | $3,332+24.4% |
| Admin fee / account holder | $8,341 | $5,065+64.7% | $8,020+4.0% | $4,645+79.6% |