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 4-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 | $77,800 | $65,390+19.0% | $169,368-54.1% | $71,457+8.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 16.34% | 21.31%-5.0pp | 405.60%-389.3pp | 28.85%-12.5pp |
| Employer contribution / active EE | $9,182 | $2,079+341.7% | $4,013+128.8% | $2,588+254.8% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2,141 | $1,324+61.6% | $9,003-76.2% | $1,587+34.9% |