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 | $77,923 | $91,552-14.9% | $133,956-41.8% | $79,858-2.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.58% | 61.85%-42.3pp | 45.09%-25.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,335 | $2,384-2.0% | $3,919-40.4% | $2,471-5.5% |
| Participant deferral / active EE | $4,407 | $3,733+18.1% | $5,048-12.7% | $3,740+17.8% |
| Admin fee / account holder | $2,974 | $6,321-52.9% | $8,927-66.7% | $5,306-43.9% |