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 | $81,839 | $85,766-4.6% | $136,294-40.0% | $70,131+16.7% |
| Participation rate | 99.0% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 17.42% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,181 | $2,966-60.2% | $4,695-74.8% | $2,342-49.6% |
| Participant deferral / active EE | $4,757 | $5,051-5.8% | $6,247-23.8% | $3,332+42.8% |
| Admin fee / account holder | $674 | $5,420-87.6% | $9,243-92.7% | $4,645-85.5% |