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 | $23,490 | $53,127-55.8% | $86,590-72.9% | $70,131-66.5% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 16.03% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,681 | $2,068-18.7% | $2,839-40.8% | $2,342-28.2% |
| Participant deferral / active EE | $3,007 | $2,696+11.5% | $3,609-16.7% | $3,332-9.8% |
| Admin fee / account holder | $305 | $3,585-91.5% | $4,906-93.8% | $4,645-93.4% |