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 | $76,064 | $87,013-12.6% | $106,213-28.4% | $80,856-5.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.25% | 17.05%-3.8pp | 116.14%-102.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,730 | $2,395+97.5% | $3,171+49.2% | $2,755+71.7% |
| Participant deferral / active EE | $4,249 | $3,986+6.6% | $5,016-15.3% | $4,296-1.1% |
| Admin fee / account holder | $4,859 | $8,431-42.4% | $11,033-56.0% | $6,918-29.8% |