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 | $66,642 | $62,573+6.5% | $85,682-22.2% | $85,850-22.4% |
| Participation rate | 97.8% | 61.1%+36.6pp | 69.9%+27.9pp | 69.3%+28.4pp |
| Annual return | 20.50% | 23.77%-3.3pp | 21.49%-1.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $10,525 | $1,757+499.1% | $2,618+302.0% | $2,565+310.3% |
| Participant deferral / active EE | $5,748 | $2,802+105.1% | $3,923+46.5% | $3,952+45.5% |
| Admin fee / account holder | $2,308 | $4,640-50.3% | $6,873-66.4% | $6,260-63.1% |