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 | $55,799 | $79,013-29.4% | $100,391-44.4% | $74,495-25.1% |
| Participation rate | 85.3% | 79.5%+5.9pp | 81.5%+3.9pp | 67.2%+18.1pp |
| Annual return | 14.79% | 20.41%-5.6pp | 49.20%-34.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,473 | $7,760-29.5% | $8,082-32.3% | $4,346+25.9% |
| Admin fee / account holder | $5,355 | $1,320+305.7% | $7,899-32.2% | $1,942+175.8% |