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 | $45,548 | $81,248-43.9% | $155,509-70.7% | $80,856-43.7% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.2pp | 67.6%+11.7pp |
| Annual return | 11.55% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,969 | $3,100-36.5% | $4,672-57.9% | $2,755-28.5% |
| Participant deferral / active EE | $4,024 | $3,452+16.6% | $5,626-28.5% | $4,296-6.3% |
| Admin fee / account holder | $4,451 | $7,997-44.3% | $15,912-72.0% | $6,918-35.7% |