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 | $37,205 | $59,101-37.0% | $77,163-51.8% | $75,163-50.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.80% | 26.71%-10.9pp | 37.87%-22.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,607 | $1,995+80.8% | $2,535+42.3% | $2,670+35.1% |
| Participant deferral / active EE | $1,125 | $2,999-62.5% | $3,833-70.6% | $4,125-72.7% |
| Admin fee / account holder | $3,704 | $4,774-22.4% | $5,472-32.3% | $5,651-34.5% |