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 | $73,787-23.8% | $98,716-43.0% | $82,448-31.8% |
| Participation rate | 87.7% | 61.4%+26.2pp | 69.3%+18.4pp | 68.1%+19.6pp |
| Annual return | 14.73% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $410 | $1,511-72.9% | $2,279-82.0% | $2,551-83.9% |
| Participant deferral / active EE | $3,361 | $3,081+9.1% | $4,048-17.0% | $4,139-18.8% |
| Admin fee / account holder | $2,428 | $6,500-62.6% | $8,703-72.1% | $7,234-66.4% |