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 | $80,308 | $82,978-3.2% | $129,995-38.2% | $71,457+12.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 21.75% | 20.60%+1.2pp | -137.18%+158.9pp | 28.85%-7.1pp |
| Employer contribution / active EE | $3,323 | $2,622+26.7% | $4,320-23.1% | $2,588+28.4% |
| Participant deferral / active EE | $6,054 | $4,432+36.6% | $5,820+4.0% | $4,289+41.2% |
| Admin fee / account holder | $7,036 | $1,729+306.9% | $10,614-33.7% | $1,587+343.2% |