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 | $53,655 | $88,360-39.3% | $145,433-63.1% | $67,986-21.1% |
| Participation rate | 78.0% | 65.5%+12.5pp | 82.1%-4.2pp | 57.2%+20.8pp |
| Annual return | 16.58% | 63.15%-46.6pp | 66.58%-50.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $1,703 | $3,054-44.2% | $4,554-62.6% | $2,019-15.7% |
| Participant deferral / active EE | $4,041 | $5,932-31.9% | $7,897-48.8% | $3,358+20.3% |
| Admin fee / account holder | $1,683 | $3,313-49.2% | $13,129-87.2% | $3,203-47.5% |