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 | $105,373 | $57,828+82.2% | $117,039-10.0% | $70,131+50.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 14.67% | 17.55%-2.9pp | 18.95%-4.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,866 | $1,816+2.8% | $3,785-50.7% | $2,342-20.3% |
| Participant deferral / active EE | $4,019 | $2,438+64.9% | $3,929+2.3% | $3,332+20.6% |
| Admin fee / account holder | $9,061 | $3,548+155.4% | $5,974+51.7% | $4,645+95.1% |