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 | $39,906 | $81,248-50.9% | $155,509-74.3% | $80,856-50.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.84% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,240 | $3,100+4.5% | $4,672-30.7% | $2,755+17.6% |
| Participant deferral / active EE | $1,532 | $3,452-55.6% | $5,626-72.8% | $4,296-64.3% |
| Admin fee / account holder | $1,460 | $7,997-81.7% | $15,912-90.8% | $6,918-78.9% |