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 | $63,272 | $84,556-25.2% | $116,228-45.6% | $74,304-14.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 16.92% | 18.35%-1.4pp | 90.06%-73.1pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,937 | $2,168-10.6% | $2,994-35.3% | $2,241-13.6% |
| Participant deferral / active EE | $3,089 | $3,814-19.0% | $4,953-37.6% | $3,767-18.0% |
| Admin fee / account holder | $2,991 | $3,792-21.1% | $11,989-75.1% | $2,969+0.7% |