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 | $116,199 | $85,766+35.5% | $136,294-14.7% | $70,131+65.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.45% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,798 | $2,966-5.7% | $4,695-40.4% | $2,342+19.5% |
| Participant deferral / active EE | $5,853 | $5,051+15.9% | $6,247-6.3% | $3,332+75.7% |
| Admin fee / account holder | $2,463 | $5,420-54.6% | $9,243-73.4% | $4,645-47.0% |