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 | $58,283 | $83,477-30.2% | $125,175-53.4% | $72,985-20.1% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 23.27% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,615 | $2,345-31.1% | $3,865-58.2% | $2,440-33.8% |
| Participant deferral / active EE | $3,069 | $3,585-14.4% | $4,937-37.8% | $3,607-14.9% |
| Admin fee / account holder | $2,210 | $5,517-60.0% | $9,702-77.2% | $5,124-56.9% |