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 | $47,801 | $53,127-10.0% | $86,590-44.8% | $70,131-31.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.49% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,750 | $2,068+81.3% | $2,839+32.1% | $2,342+60.1% |
| Participant deferral / active EE | $3,216 | $2,696+19.3% | $3,609-10.9% | $3,332-3.5% |
| Admin fee / account holder | $7,284 | $3,585+103.1% | $4,906+48.5% | $4,645+56.8% |