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 | $52,800 | $105,181-49.8% | $159,436-66.9% | $85,850-38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.28% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $4,215 | $3,318+27.0% | $4,829-12.7% | $2,565+64.3% |
| Participant deferral / active EE | $10,080 | $5,945+69.6% | $7,352+37.1% | $3,952+155.1% |
| Admin fee / account holder | $5,598 | $6,933-19.3% | $10,799-48.2% | $6,260-10.6% |