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 6-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 | $51,321 | $106,749-51.9% | $145,433-64.7% | $82,448-37.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.49% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,340 | $3,444-3.0% | $4,554-26.7% | $2,551+30.9% |
| Participant deferral / active EE | $5,911 | $6,519-9.3% | $7,897-25.2% | $4,139+42.8% |
| Admin fee / account holder | $3,374 | $8,390-59.8% | $13,129-74.3% | $7,234-53.4% |