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 7-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 | $11,778 | $77,899-84.9% | $149,673-92.1% | $75,163-84.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.48% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,814 | $3,137-42.2% | $4,818-62.3% | $2,670-32.0% |
| Participant deferral / active EE | $2,848 | $3,411-16.5% | $5,680-49.9% | $4,125-31.0% |
| Admin fee / account holder | $2,552 | $5,956-57.2% | $13,210-80.7% | $5,651-54.8% |