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 | $77,754 | $76,552+1.6% | $123,892-37.2% | $62,891+23.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.82% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,244 | $2,883+12.5% | $4,617-29.7% | $2,281+42.2% |
| Participant deferral / active EE | $6,808 | $4,840+40.7% | $5,984+13.8% | $3,203+112.6% |
| Admin fee / account holder | $775 | $4,826-83.9% | $8,357-90.7% | $4,296-82.0% |