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 | $187,811 | $89,698+109.4% | $103,476+81.5% | $80,856+132.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.29% | 22.78%-7.5pp | 23.90%-8.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,087 | $4,018+1.7% | $4,672-12.5% | $2,755+48.4% |
| Participant deferral / active EE | $8,079 | $5,456+48.1% | $6,623+22.0% | $4,296+88.1% |
| Admin fee / account holder | $8,305 | $6,768+22.7% | $9,413-11.8% | $6,918+20.1% |