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 | $21,739 | $84,233-74.2% | $170,442-87.2% | $70,131-69.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.08% | 23.06%-9.0pp | 205.93%-191.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $727 | $3,387-78.5% | $5,433-86.6% | $2,342-69.0% |
| Participant deferral / active EE | $974 | $3,086-68.4% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $2,328 | $5,698-59.1% | $13,880-83.2% | $4,645-49.9% |