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 | $53,995 | $65,365-17.4% | $92,893-41.9% | $72,985-26.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.77% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,785 | $2,594-31.2% | $3,653-51.1% | $2,440-26.8% |
| Participant deferral / active EE | $2,714 | $3,128-13.2% | $4,236-35.9% | $3,607-24.8% |
| Admin fee / account holder | $489 | $4,251-88.5% | $5,794-91.6% | $5,124-90.5% |