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 | $44,891 | $48,076-6.6% | $78,689-43.0% | $62,891-28.6% |
| Participation rate | 81.6% | 65.2%+16.4pp | 73.6%+8.0pp | 69.3%+12.3pp |
| Annual return | 6.70% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,685 | $2,015+33.3% | $2,851-5.8% | $2,281+17.7% |
| Participant deferral / active EE | $5,516 | $2,588+113.2% | $3,517+56.8% | $3,203+72.2% |
| Admin fee / account holder | $7,098 | $3,207+121.3% | $4,510+57.4% | $4,296+65.2% |