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 | $78,470 | $138,385-43.3% | $184,200-57.4% | $80,874-3.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.77% | 20.02%-4.3pp | 28.80%-13.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $3,839 | $4,849-20.8% | $6,424-40.2% | $2,756+39.3% |
| Participant deferral / active EE | $10,211 | $7,073+44.4% | $9,132+11.8% | $4,297+137.6% |
| Admin fee / account holder | $1,900 | $10,483-81.9% | $13,907-86.3% | $6,935-72.6% |