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 | $183,703 | $87,870+109.1% | $113,168+62.3% | $74,304+147.2% |
| Participation rate | 88.2% | 70.7%+17.4pp | 76.6%+11.6pp | 60.3%+27.8pp |
| Annual return | 14.53% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,241 | $2,277-1.6% | $2,975-24.7% | $2,2410% |
| Participant deferral / active EE | $5,881 | $4,241+38.7% | $5,107+15.2% | $3,767+56.1% |
| Admin fee / account holder | $45,750 | $3,368+1258.3% | $12,068+279.1% | $2,969+1441.0% |