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 | $41,552 | $125,758-67.0% | $169,993-75.6% | $75,163-44.7% |
| Participation rate | 88.3% | 83.6%+4.7pp | 87.0%+1.3pp | 67.2%+21.1pp |
| Annual return | 14.68% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,589 | $4,615-43.9% | $6,785-61.8% | $2,670-3.0% |
| Participant deferral / active EE | $4,884 | $6,837-28.6% | $10,408-53.1% | $4,125+18.4% |
| Admin fee / account holder | $5,795 | $8,173-29.1% | $12,815-54.8% | $5,651+2.5% |