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 | $96,797 | $76,552+26.4% | $123,892-21.9% | $62,891+53.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.88% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,817 | $2,883-2.3% | $4,617-39.0% | $2,281+23.5% |
| Participant deferral / active EE | $3,846 | $4,840-20.5% | $5,984-35.7% | $3,203+20.1% |
| Admin fee / account holder | $440 | $4,826-90.9% | $8,357-94.7% | $4,296-89.7% |