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 | $105,193 | $65,435+60.8% | $86,677+21.4% | $66,914+57.2% |
| Participation rate | 80.6% | 75.5%+5.1pp | 76.6%+4.0pp | 69.8%+10.8pp |
| Annual return | 12.14% | -10.89%+23.0pp | 35.91%-23.8pp | 1.58%+10.6pp |
| Employer contribution / active EE | $3,975 | $2,153+84.6% | $2,836+40.1% | $2,544+56.2% |
| Participant deferral / active EE | $8,071 | $4,100+96.8% | $4,656+73.4% | $4,237+90.5% |
| Admin fee / account holder | $5,971 | $642+830.7% | $7,493-20.3% | $593+906.4% |