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 | $65,751 | $102,382-35.8% | $147,005-55.3% | $80,874-18.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.93% | 134.89%-118.0pp | 418.76%-401.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $4,372 | $3,715+17.7% | $4,934-11.4% | $2,756+58.7% |
| Participant deferral / active EE | $9,511 | $6,646+43.1% | $8,070+17.9% | $4,297+121.3% |
| Admin fee / account holder | $6,908 | $7,942-13.0% | $13,006-46.9% | $6,935-0.4% |