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 | $85,059 | $57,354+48.3% | $83,848+1.4% | $64,186+32.5% |
| Participation rate | 97.2% | 68.6%+28.6pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | 12.51% | 11.38%+1.1pp | 850.88%-838.4pp | 7.63%+4.9pp |
| Employer contribution / active EE | $1,614 | $2,545-36.6% | $3,631-55.6% | $2,381-32.2% |
| Participant deferral / active EE | $4,124 | $2,993+37.8% | $4,082+1.0% | $3,470+18.9% |
| Admin fee / account holder | $12,283 | $4,046+203.6% | $5,478+124.2% | $4,888+151.3% |