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 | $59,056 | $59,101-0.1% | $77,163-23.5% | $75,163-21.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.40% | 26.71%-11.3pp | 37.87%-22.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $5,459 | $1,995+173.6% | $2,535+115.4% | $2,670+104.5% |
| Participant deferral / active EE | $4,123 | $2,999+37.5% | $3,833+7.6% | $4,1250% |
| Admin fee / account holder | $7,145 | $4,774+49.7% | $5,472+30.6% | $5,651+26.4% |