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 | $203,669 | $56,897+258.0% | $84,750+140.3% | $62,891+223.8% |
| Participation rate | 90.2% | 68.5%+21.7pp | 76.6%+13.6pp | 69.3%+20.9pp |
| Annual return | 7.28% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,353 | $2,400+39.7% | $3,574-6.2% | $2,281+47.0% |
| Participant deferral / active EE | $7,465 | $2,709+175.5% | $3,712+101.1% | $3,203+133.1% |
| Admin fee / account holder | $23,268 | $3,581+549.8% | $5,332+336.4% | $4,296+441.7% |