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 | $89,696 | $55,636+61.2% | $81,983+9.4% | $73,488+22.1% |
| Participation rate | 81.8% | 62.3%+19.5pp | 69.2%+12.6pp | 70.7%+11.1pp |
| Annual return | 15.91% | 19.07%-3.2pp | 41.31%-25.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $813 | $1,625-50.0% | $2,498-67.5% | $2,270-64.2% |
| Participant deferral / active EE | $2,653 | $2,762-3.9% | $3,722-28.7% | $3,740-29.0% |
| Admin fee / account holder | $10,095 | $493+1948.6% | $5,664+78.2% | $513+1867.6% |