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 | $46,822 | $62,586-25.2% | $76,768-39.0% | $64,186-27.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 11.93% | -1.95%+13.9pp | 2.43%+9.5pp | 7.63%+4.3pp |
| Employer contribution / active EE | $2,756 | $1,832+50.5% | $2,485+10.9% | $2,381+15.8% |
| Participant deferral / active EE | $5,349 | $3,145+70.1% | $3,852+38.9% | $3,470+54.2% |
| Admin fee / account holder | $4,162 | $4,667-10.8% | $6,675-37.7% | $4,888-14.9% |