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 | $41,619 | $86,929-52.1% | $102,423-59.4% | $80,856-48.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.67% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,051 | $2,369-13.4% | $3,023-32.2% | $2,755-25.5% |
| Participant deferral / active EE | $3,266 | $4,118-20.7% | $5,053-35.4% | $4,296-24.0% |
| Admin fee / account holder | $2,635 | $8,049-67.3% | $9,451-72.1% | $6,918-61.9% |