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 | $58,701 | $59,186-0.8% | $76,768-23.5% | $56,287+4.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 35.16% | 6.62%+28.5pp | 2.43%+32.7pp | -9.96%+45.1pp |
| Employer contribution / active EE | $3,808 | $1,759+116.5% | $2,485+53.2% | $2,111+80.4% |
| Participant deferral / active EE | $5,951 | $3,255+82.8% | $3,852+54.5% | $3,350+77.6% |
| Admin fee / account holder | $12,049 | $489+2363.4% | $6,675+80.5% | $521+2212.8% |