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 | $164,527 | $39,122+320.5% | $57,179+187.7% | $62,891+161.6% |
| Participation rate | 94.9% | 70.5%+24.4pp | 75.3%+19.6pp | 69.3%+25.6pp |
| Annual return | 7.00% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $7,782 | $1,874+315.3% | $2,682+190.1% | $2,281+241.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $775 | $2,592-70.1% | $3,139-75.3% | $4,296-82.0% |