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 8-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 | $66,946 | $95,416-29.8% | $185,823-64.0% | $85,850-22.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.35% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,999 | $3,314-9.5% | $5,167-42.0% | $2,565+16.9% |
| Participant deferral / active EE | $3,667 | $3,423+7.1% | $5,568-34.1% | $3,952-7.2% |
| Admin fee / account holder | $1,594 | $7,213-77.9% | $16,237-90.2% | $6,260-74.5% |