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 9-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 | $37,941 | $77,660-51.1% | $109,143-65.2% | $79,386-52.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.72% | 23.44%-5.7pp | 25.75%-8.0pp | 116.85%-99.1pp |
| Employer contribution / active EE | $2,779 | $2,797-0.6% | $3,722-25.3% | $2,427+14.5% |
| Participant deferral / active EE | $5,254 | $3,518+49.4% | $4,653+12.9% | $4,046+29.9% |
| Admin fee / account holder | $992 | $732+35.5% | $6,752-85.3% | $626+58.4% |