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 | $69,674 | $48,230+44.5% | $67,502+3.2% | $80,856-13.8% |
| Participation rate | 77.6% | 66.4%+11.2pp | 72.9%+4.7pp | 67.6%+9.9pp |
| Annual return | 11.44% | 18.28%-6.8pp | 3512.12%-3500.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,377 | $2,020-31.8% | $2,731-49.6% | $2,755-50.0% |
| Participant deferral / active EE | $3,875 | $2,924+32.5% | $4,000-3.1% | $4,296-9.8% |
| Admin fee / account holder | $5,564 | $3,681+51.1% | $3,998+39.2% | $6,918-19.6% |