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 9-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 | $85,792 | $100,326-14.5% | $180,183-52.4% | $84,808+1.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 28.40% | 17.86%+10.5pp | 27.86%+0.5pp | 40.90%-12.5pp |
| Employer contribution / active EE | $14,308 | $3,269+337.7% | $5,039+183.9% | $2,631+443.8% |
| Participant deferral / active EE | $9,438 | $5,066+86.3% | $6,822+38.3% | $4,212+124.1% |
| Admin fee / account holder | $1,927 | $9,674-80.1% | $19,975-90.4% | $7,344-73.8% |