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 | $103,866 | $43,327+139.7% | $59,878+73.5% | $64,186+61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.33% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $5,606 | $2,028+176.4% | $2,722+106.0% | $2,381+135.5% |
| Participant deferral / active EE | $7,128 | $2,546+180.0% | $3,402+109.5% | $3,470+105.4% |
| Admin fee / account holder | $6,747 | $3,005+124.5% | $3,590+87.9% | $4,888+38.0% |