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 | $39,123 | $53,777-27.2% | $134,143-70.8% | $79,858-51.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.63% | 19.01%-6.4pp | 36.33%-23.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,538 | $1,321+92.1% | $3,704-31.5% | $2,471+2.7% |
| Participant deferral / active EE | $1,663 | $2,420-31.3% | $3,499-52.5% | $3,740-55.5% |
| Admin fee / account holder | $1,091 | $3,984-72.6% | $6,684-83.7% | $5,306-79.4% |