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 | $74,849 | $81,248-7.9% | $155,509-51.9% | $80,856-7.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.98% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $570 | $3,100-81.6% | $4,672-87.8% | $2,755-79.3% |
| Participant deferral / active EE | $2,247 | $3,452-34.9% | $5,626-60.1% | $4,296-47.7% |
| Admin fee / account holder | $2,285 | $7,997-71.4% | $15,912-85.6% | $6,918-67.0% |