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 | $75,314 | $53,822+39.9% | $75,696-0.5% | $85,850-12.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.12% | 24.54%-10.4pp | 104.53%-90.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,856 | $2,017+41.6% | $2,743+4.1% | $2,565+11.3% |
| Participant deferral / active EE | $2,812 | $2,895-2.9% | $3,821-26.4% | $3,952-28.8% |
| Admin fee / account holder | $4,090 | $3,343+22.3% | $3,619+13.0% | $6,260-34.7% |