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 | $178,295 | $91,407+95.1% | $135,903+31.2% | $71,457+149.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.27% | 29.90%-11.6pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,072 | $3,703-17.1% | $4,856-36.7% | $2,588+18.7% |
| Participant deferral / active EE | $7,890 | $7,092+11.2% | $7,758+1.7% | $4,289+84.0% |
| Admin fee / account holder | $957 | $1,266-24.4% | $10,762-91.1% | $1,587-39.7% |