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 | $94,804 | $61,660+53.8% | $80,019+18.5% | $64,186+47.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.92% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,406 | $1,810+88.2% | $2,468+38.0% | $2,381+43.1% |
| Participant deferral / active EE | $5,601 | $2,968+88.7% | $3,686+52.0% | $3,470+61.4% |
| Admin fee / account holder | $11,968 | $5,417+120.9% | $6,521+83.5% | $4,888+144.9% |