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 | $116,276 | $70,475+65.0% | $100,516+15.7% | $79,858+45.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 24.41% | 21.90%+2.5pp | 30.89%-6.5pp | 31.71%-7.3pp |
| Employer contribution / active EE | $2,909 | $2,165+34.4% | $3,418-14.9% | $2,471+17.7% |
| Participant deferral / active EE | $10,660 | $5,181+105.7% | $6,270+70.0% | $3,740+185.0% |
| Admin fee / account holder | $2,712 | $4,478-39.5% | $8,081-66.4% | $5,306-48.9% |