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 | $63,392 | $86,332-26.6% | $125,175-49.4% | $65,185-2.8% |
| Participation rate | 87.7% | 75.3%+12.4pp | 79.8%+7.9pp | 70.2%+17.5pp |
| Annual return | 24.90% | 27.43%-2.5pp | 43.79%-18.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,751 | $2,040-14.2% | $3,865-54.7% | $2,177-19.6% |
| Participant deferral / active EE | $3,000 | $3,537-15.2% | $4,937-39.2% | $3,514-14.6% |
| Admin fee / account holder | $4,497 | $609+638.1% | $9,702-53.7% | $847+430.8% |