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 | $37,787 | $48,335-21.8% | $121,098-68.8% | $71,457-47.1% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 19.28% | 23.32%-4.0pp | 985.75%-966.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,796 | $1,489+87.8% | $4,164-32.8% | $2,588+8.1% |
| Participant deferral / active EE | $3,013 | $2,754+9.4% | $4,080-26.1% | $4,289-29.8% |
| Admin fee / account holder | $1,057 | $1,841-42.6% | $5,644-81.3% | $1,587-33.4% |