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 | $59,837 | $91,538-34.6% | $129,995-54.0% | $75,163-20.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.87% | -631.11%+649.0pp | -137.18%+155.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,962 | $2,845+4.1% | $4,320-31.4% | $2,670+11.0% |
| Participant deferral / active EE | $4,227 | $4,341-2.6% | $5,820-27.4% | $4,125+2.5% |
| Admin fee / account holder | $2,680 | $6,790-60.5% | $10,614-74.7% | $5,651-52.6% |