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 7-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 | $23,231 | $49,915-53.5% | $154,803-85.0% | $74,304-68.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 17.86% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,896 | $1,611+17.6% | $4,305-56.0% | $2,241-15.4% |
| Participant deferral / active EE | $4,942 | $2,255+119.2% | $5,540-10.8% | $3,767+31.2% |
| Admin fee / account holder | $5,432 | $2,189+148.2% | $14,329-62.1% | $2,969+83.0% |