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 | $27,112 | $43,723-38.0% | $121,196-77.6% | $64,186-57.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.17% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,078 | $1,296+214.6% | $4,022+1.4% | $2,381+71.3% |
| Participant deferral / active EE | $2,667 | $2,280+17.0% | $3,344-20.2% | $3,470-23.1% |
| Admin fee / account holder | $4,184 | $3,501+19.5% | $5,019-16.6% | $4,888-14.4% |