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 | $53,542 | $91,538-41.5% | $129,995-58.8% | $75,163-28.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.08% | -631.11%+653.2pp | -137.18%+159.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,156 | $2,845-24.2% | $4,320-50.1% | $2,670-19.3% |
| Participant deferral / active EE | $2,034 | $4,341-53.1% | $5,820-65.1% | $4,125-50.7% |
| Admin fee / account holder | $1,480 | $6,790-78.2% | $10,614-86.1% | $5,651-73.8% |