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 | $56,259 | $74,927-24.9% | $101,794-44.7% | $84,808-33.7% |
| Participation rate | 87.7% | 61.4%+26.3pp | 69.2%+18.5pp | 68.3%+19.3pp |
| Annual return | 14.73% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $410 | $1,522-73.1% | $2,289-82.1% | $2,631-84.4% |
| Participant deferral / active EE | $3,361 | $3,099+8.4% | $4,084-17.7% | $4,212-20.2% |
| Admin fee / account holder | $2,428 | $6,514-62.7% | $8,777-72.3% | $7,344-66.9% |