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 | $115,721 | $106,749+8.4% | $145,433-20.4% | $82,448+40.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.46% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,527 | $3,444+31.4% | $4,554-0.6% | $2,551+77.5% |
| Participant deferral / active EE | $9,559 | $6,519+46.6% | $7,897+21.0% | $4,139+130.9% |
| Admin fee / account holder | $2,670 | $8,390-68.2% | $13,129-79.7% | $7,234-63.1% |