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 | $50,110 | $66,402-24.5% | $109,895-54.4% | $85,850-41.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 25.99% | 19.59%+6.4pp | 29.45%-3.5pp | 318.53%-292.5pp |
| Employer contribution / active EE | $3,446 | $1,687+104.2% | $2,842+21.2% | $2,565+34.3% |
| Participant deferral / active EE | $4,189 | $2,842+47.4% | $4,048+3.5% | $3,952+6.0% |
| Admin fee / account holder | $1,173 | $4,557-74.3% | $6,066-80.7% | $6,260-81.3% |