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 | $21,740 | $72,012-69.8% | $185,823-88.3% | $79,858-72.8% |
| Participation rate | 83.5% | 65.8%+17.8pp | 78.0%+5.5pp | 69.6%+13.9pp |
| Annual return | 16.51% | 23.12%-6.6pp | 35.95%-19.4pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,315 | $1,965-33.1% | $4,087-67.8% | $2,471-46.8% |
| Participant deferral / active EE | $1,745 | $3,779-53.8% | $5,632-69.0% | $3,740-53.3% |
| Admin fee / account holder | $924 | $4,513-79.5% | $9,500-90.3% | $5,306-82.6% |