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 | $57,980 | $72,277-19.8% | $101,248-42.7% | $79,858-27.4% |
| Participation rate | 92.0% | 68.5%+23.6pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 14.21% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,350 | $2,692+61.6% | $3,660+18.9% | $2,471+76.0% |
| Participant deferral / active EE | $4,038 | $3,282+23.0% | $4,370-7.6% | $3,740+8.0% |
| Admin fee / account holder | $3,098 | $4,400-29.6% | $5,945-47.9% | $5,306-41.6% |