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 | $36,145 | $49,177-26.5% | $79,464-54.5% | $64,186-43.7% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.4pp | 69.6%+28.1pp |
| Annual return | 9.29% | -1.16%+10.4pp | 718.14%-708.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,833 | $2,076-11.7% | $2,800-34.5% | $2,381-23.0% |
| Participant deferral / active EE | $2,050 | $2,821-27.3% | $3,704-44.6% | $3,470-40.9% |
| Admin fee / account holder | $3,780 | $3,839-1.5% | $5,113-26.1% | $4,888-22.7% |