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 | $95,528 | $91,552+4.3% | $133,956-28.7% | $79,858+19.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.72% | 61.85%-45.1pp | 45.09%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,822 | $2,384+102.3% | $3,919+23.1% | $2,471+95.2% |
| Participant deferral / active EE | $2,519 | $3,733-32.5% | $5,048-50.1% | $3,740-32.7% |
| Admin fee / account holder | $1,692 | $6,321-73.2% | $8,927-81.0% | $5,306-68.1% |