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 | $41,057 | $57,016-28.0% | $84,966-51.7% | $80,856-49.2% |
| Participation rate | 84.8% | 56.3%+28.5pp | 67.5%+17.3pp | 67.6%+17.2pp |
| Annual return | 10.84% | 21.66%-10.8pp | 66.38%-55.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,006 | $1,798+11.6% | $2,727-26.5% | $2,755-27.2% |
| Participant deferral / active EE | $1,343 | $3,110-56.8% | $4,519-70.3% | $4,296-68.7% |
| Admin fee / account holder | $4,457 | $4,980-10.5% | $6,149-27.5% | $6,918-35.6% |