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 | $58,290 | $93,571-37.7% | $135,903-57.1% | $75,163-22.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.41% | 30.90%-5.5pp | 68.23%-42.8pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,755 | $3,537-50.4% | $4,856-63.9% | $2,670-34.3% |
| Participant deferral / active EE | $3,911 | $6,404-38.9% | $7,758-49.6% | $4,125-5.2% |
| Admin fee / account holder | $950 | $6,975-86.4% | $10,762-91.2% | $5,651-83.2% |