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 | $25,920 | $80,717-67.9% | $154,803-83.3% | $84,808-69.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 28.18% | 37.96%-9.8pp | 58.88%-30.7pp | 40.90%-12.7pp |
| Employer contribution / active EE | $2,227 | $2,761-19.4% | $4,305-48.3% | $2,631-15.4% |
| Participant deferral / active EE | $4,662 | $3,303+41.1% | $5,540-15.9% | $4,212+10.7% |
| Admin fee / account holder | $2,308 | $6,746-65.8% | $14,329-83.9% | $7,344-68.6% |