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 5-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 | $48,351 | $86,286-44.0% | $111,297-56.6% | $85,850-43.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.00% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,128 | $2,043+4.1% | $2,731-22.1% | $2,565-17.1% |
| Participant deferral / active EE | $4,422 | $3,641+21.5% | $4,487-1.4% | $3,952+11.9% |
| Admin fee / account holder | $716 | $8,188-91.3% | $7,964-91.0% | $6,260-88.6% |