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 | $44,791 | $58,828-23.9% | $77,999-42.6% | $62,891-28.8% |
| Participation rate | 98.8% | 71.1%+27.7pp | 75.5%+23.2pp | 69.3%+29.5pp |
| Annual return | 8.03% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,679 | $1,672+0.4% | $2,470-32.0% | $2,281-26.4% |
| Participant deferral / active EE | $4,267 | $2,686+58.9% | $3,497+22.0% | $3,203+33.2% |
| Admin fee / account holder | $2,792 | $4,393-36.4% | $5,480-49.0% | $4,296-35.0% |