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 | $46,167 | $58,208-20.7% | $81,812-43.6% | $80,856-42.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.70% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,747 | $2,340+17.4% | $2,912-5.7% | $2,755-0.3% |
| Participant deferral / active EE | $2,869 | $3,281-12.6% | $4,319-33.6% | $4,296-33.2% |
| Admin fee / account holder | $1,587 | $4,981-68.2% | $7,386-78.5% | $6,918-77.1% |