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 | $115,804 | $148,978-22.3% | $200,582-42.3% | $84,808+36.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.99% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,086 | $4,815-35.9% | $6,419-51.9% | $2,631+17.3% |
| Participant deferral / active EE | $7,863 | $7,142+10.1% | $9,331-15.7% | $4,212+86.7% |
| Admin fee / account holder | $1,503 | $13,977-89.2% | $16,305-90.8% | $7,344-79.5% |