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 | $71,708 | $52,639+36.2% | $185,117-61.3% | $62,292+15.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.01% | 19.57%-2.6pp | 40.50%-23.5pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,735 | $1,483+286.8% | $4,182+37.2% | $2,042+180.8% |
| Participant deferral / active EE | $5,959 | $3,097+92.4% | $5,045+18.1% | $3,169+88.0% |
| Admin fee / account holder | $1,514 | $374+305.1% | $8,159-81.5% | $479+215.7% |