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 | $52,750 | $59,101-10.7% | $77,163-31.6% | $75,163-29.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.76% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,218 | $1,995+11.2% | $2,535-12.5% | $2,670-16.9% |
| Participant deferral / active EE | $3,310 | $2,999+10.3% | $3,833-13.7% | $4,125-19.8% |
| Admin fee / account holder | $1,700 | $4,774-64.4% | $5,472-68.9% | $5,651-69.9% |