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 | $88,300 | $48,076+83.7% | $78,689+12.2% | $62,891+40.4% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | 8.00% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,854 | $2,015+91.3% | $2,851+35.2% | $2,281+69.0% |
| Participant deferral / active EE | $3,250 | $2,588+25.6% | $3,517-7.6% | $3,203+1.5% |
| Admin fee / account holder | $1,044 | $3,207-67.5% | $4,510-76.9% | $4,296-75.7% |