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 | $75,658 | $49,177+53.9% | $79,464-4.8% | $64,186+17.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 4.66% | -1.16%+5.8pp | 718.14%-713.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $12,530 | $2,076+503.5% | $2,800+347.4% | $2,381+426.3% |
| Participant deferral / active EE | $7,307 | $2,821+159.0% | $3,704+97.3% | $3,470+110.6% |
| Admin fee / account holder | $1,670 | $3,839-56.5% | $5,113-67.3% | $4,888-65.8% |