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 | $39,805 | $72,277-44.9% | $101,248-60.7% | $79,858-50.2% |
| Participation rate | 89.6% | 68.5%+21.1pp | 75.8%+13.7pp | 69.6%+19.9pp |
| Annual return | 14.03% | 22.30%-8.3pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,270 | $2,692+58.6% | $3,660+16.7% | $2,471+72.8% |
| Participant deferral / active EE | $3,017 | $3,282-8.1% | $4,370-31.0% | $3,740-19.3% |
| Admin fee / account holder | $702 | $4,400-84.1% | $5,945-88.2% | $5,306-86.8% |