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 | $45,851 | $74,089-38.1% | $133,980-65.8% | $55,167-16.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 16.76% | 12.11%+4.6pp | 29.30%-12.5pp | 169.23%-152.5pp |
| Employer contribution / active EE | $15,980 | $3,064+421.6% | $5,211+206.6% | $1,963+714.3% |
| Participant deferral / active EE | $10,124 | $4,678+116.4% | $6,282+61.2% | $3,054+231.5% |
| Admin fee / account holder | $4,425 | $458+865.9% | $9,324-52.5% | $504+778.2% |