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 | $174,650 | $87,870+98.8% | $113,168+54.3% | $74,304+135.0% |
| Participation rate | 88.0% | 70.7%+17.3pp | 76.6%+11.5pp | 60.3%+27.7pp |
| Annual return | 15.76% | 26.44%-10.7pp | 24.27%-8.5pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,493 | $2,277+9.5% | $2,975-16.2% | $2,241+11.3% |
| Participant deferral / active EE | $4,756 | $4,241+12.1% | $5,107-6.9% | $3,767+26.2% |
| Admin fee / account holder | $19,109 | $3,368+467.4% | $12,068+58.3% | $2,969+543.7% |