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 | $28,083 | $95,416-70.6% | $185,823-84.9% | $85,850-67.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.65% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,482 | $3,314-25.1% | $5,167-52.0% | $2,565-3.2% |
| Participant deferral / active EE | $3,014 | $3,423-12.0% | $5,568-45.9% | $3,952-23.7% |
| Admin fee / account holder | $4,288 | $7,213-40.6% | $16,237-73.6% | $6,260-31.5% |