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 | $29,096 | $45,035-35.4% | $62,995-53.8% | $70,131-58.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.88% | 18.76%-4.9pp | 87.57%-73.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,067 | $2,051+49.5% | $2,759+11.2% | $2,342+30.9% |
| Participant deferral / active EE | $3,439 | $2,465+39.5% | $3,329+3.3% | $3,332+3.2% |
| Admin fee / account holder | $1,604 | $2,834-43.4% | $3,600-55.4% | $4,645-65.5% |