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 | $99,504 | $71,050+40.0% | $93,606+6.3% | $80,856+23.1% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 10.12% | 11.26%-1.1pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,897 | $1,564+149.2% | $2,420+61.1% | $2,755+41.5% |
| Participant deferral / active EE | $3,688 | $4,034-8.6% | $4,411-16.4% | $4,296-14.2% |
| Admin fee / account holder | $10,923 | $6,945+57.3% | $8,285+31.8% | $6,918+57.9% |