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 | $107,755 | $60,349+78.6% | $74,183+45.3% | $62,891+71.3% |
| Participation rate | 94.3% | 72.7%+21.5pp | 76.6%+17.6pp | 69.3%+24.9pp |
| Annual return | 6.02% | 21.37%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,732 | $1,680+360.2% | $2,370+226.2% | $2,281+239.0% |
| Participant deferral / active EE | $3,642 | $2,856+27.5% | $3,550+2.6% | $3,203+13.7% |
| Admin fee / account holder | $13,516 | $4,261+217.2% | $5,586+142.0% | $4,296+214.6% |