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 | $62,069 | $80,673-23.1% | $101,326-38.7% | $84,808-26.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 23.01% | 38.95%-15.9pp | 36.82%-13.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,117 | $2,698+52.6% | $3,665+12.3% | $2,631+56.5% |
| Participant deferral / active EE | $8,819 | $6,840+28.9% | $7,994+10.3% | $4,212+109.4% |
| Admin fee / account holder | $3,198 | $12,784-75.0% | $11,185-71.4% | $7,344-56.4% |