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 | $34,983 | $77,899-55.1% | $149,673-76.6% | $75,163-53.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.97% | 31.72%-11.8pp | 134.42%-114.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,305 | $3,137-58.4% | $4,818-72.9% | $2,670-51.1% |
| Participant deferral / active EE | $3,700 | $3,411+8.5% | $5,680-34.9% | $4,125-10.3% |
| Admin fee / account holder | $2,694 | $5,956-54.8% | $13,210-79.6% | $5,651-52.3% |