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 | $65,863 | $48,230+36.6% | $67,502-2.4% | $80,856-18.5% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.6%+29.1pp |
| Annual return | 11.69% | 18.28%-6.6pp | 3512.12%-3500.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,114 | $2,924+245.9% | $4,000+152.9% | $4,296+135.4% |
| Admin fee / account holder | $4,541 | $3,681+23.3% | $3,998+13.6% | $6,918-34.4% |