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 | $95,504 | $73,933+29.2% | $96,683-1.2% | $75,163+27.1% |
| Participation rate | 98.9% | 66.4%+32.5pp | 74.3%+24.6pp | 67.2%+31.7pp |
| Annual return | 16.75% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,288 | $2,928-21.9% | $3,737-38.8% | $2,670-14.3% |
| Participant deferral / active EE | $4,315 | $3,659+17.9% | $4,878-11.5% | $4,125+4.6% |
| Admin fee / account holder | $3,148 | $5,216-39.7% | $6,730-53.2% | $5,651-44.3% |