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 | $79,597 | $138,347-42.5% | $184,203-56.8% | $80,856-1.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.86% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,400 | $4,850-50.5% | $6,427-62.7% | $2,755-12.9% |
| Participant deferral / active EE | $5,615 | $7,071-20.6% | $9,131-38.5% | $4,296+30.7% |
| Admin fee / account holder | $2,629 | $10,483-74.9% | $13,901-81.1% | $6,918-62.0% |