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 | $34,528 | $75,183-54.1% | $123,892-72.1% | $55,167-37.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 11.97% | 19.01%-7.0pp | 47.52%-35.5pp | 169.23%-157.3pp |
| Employer contribution / active EE | $3,060 | $2,823+8.4% | $4,617-33.7% | $1,963+55.9% |
| Participant deferral / active EE | $6,439 | $5,084+26.6% | $5,984+7.6% | $3,054+110.8% |
| Admin fee / account holder | $1,294 | $663+95.3% | $8,357-84.5% | $504+156.8% |