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 | $67,684 | $39,122+73.0% | $57,179+18.4% | $62,891+7.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 24.55% | 9.23%+15.3pp | 14.59%+10.0pp | 20.14%+4.4pp |
| Employer contribution / active EE | $5,116 | $1,874+173.0% | $2,682+90.7% | $2,281+124.3% |
| Participant deferral / active EE | $5,712 | $2,374+140.6% | $3,096+84.5% | $3,203+78.3% |
| Admin fee / account holder | $8,524 | $2,592+228.9% | $3,139+171.6% | $4,296+98.4% |