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 | $88,942 | $99,985-11.0% | $146,665-39.4% | $85,850+3.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.61% | 18.93%-2.3pp | 22.74%-6.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,948 | $2,559+15.2% | $4,136-28.7% | $2,565+14.9% |
| Participant deferral / active EE | $6,333 | $4,006+58.1% | $5,506+15.0% | $3,952+60.3% |
| Admin fee / account holder | $2,480 | $7,702-67.8% | $10,280-75.9% | $6,260-60.4% |