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 | $240,202 | $116,875+105.5% | $621,730-61.4% | $116,875+105.5% |
| Participation rate | 91.8% | 74.5%+17.2pp | 90.8%+1.0pp | 74.5%+17.2pp |
| Annual return | 14.90% | 16.29%-1.4pp | 10.76%+4.1pp | 16.29%-1.4pp |
| Employer contribution / active EE | $0 | $3,288-100.0% | $9,871-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $12,014 | $3,885+209.2% | $6,979+72.1% | $3,885+209.2% |
| Admin fee / account holder | $16,818 | $12,263+37.1% | $66,065-74.5% | $12,263+37.1% |