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 | $25,158 | $47,977-47.6% | $154,107-83.7% | $56,287-55.3% |
| Participation rate | 87.6% | 66.2%+21.4pp | 83.0%+4.6pp | 69.9%+17.8pp |
| Annual return | 7.88% | 3.54%+4.3pp | 735.12%-727.2pp | -9.96%+17.8pp |
| Employer contribution / active EE | $2,001 | $2,169-7.8% | $5,298-62.2% | $2,111-5.2% |
| Participant deferral / active EE | $2,853 | $2,392+19.3% | $5,081-43.8% | $3,350-14.8% |
| Admin fee / account holder | $6,819 | $438+1456.0% | $13,411-49.2% | $521+1209.0% |