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 | $49,579 | $95,803-48.2% | $113,168-56.2% | $84,808-41.5% |
| Participation rate | 76.5% | 72.9%+3.7pp | 76.6%0pp | 68.3%+8.2pp |
| Annual return | 22.57% | 25.00%-2.4pp | 24.27%-1.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,471 | $2,360-37.7% | $2,975-50.6% | $2,631-44.1% |
| Participant deferral / active EE | $7,364 | $4,242+73.6% | $5,107+44.2% | $4,212+74.9% |
| Admin fee / account holder | $4,012 | $8,989-55.4% | $12,068-66.8% | $7,344-45.4% |