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 | $54,409 | $59,263-8.2% | $96,562-43.7% | $79,386-31.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 14.03% | 27.07%-13.0pp | 37.78%-23.8pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,775 | $1,216+46.0% | $2,356-24.7% | $2,427-26.9% |
| Participant deferral / active EE | $4,020 | $2,948+36.4% | $3,849+4.5% | $4,046-0.6% |
| Admin fee / account holder | $2,268 | $658+244.4% | $6,181-63.3% | $626+262.0% |