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 | $23,735 | $54,762-56.7% | $90,281-73.7% | $72,985-67.5% |
| Participation rate | 85.2% | 65.1%+20.1pp | 73.3%+12.0pp | 69.5%+15.7pp |
| Annual return | 18.87% | 30.63%-11.8pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $824 | $2,092-60.6% | $2,854-71.1% | $2,440-66.2% |
| Participant deferral / active EE | $1,546 | $2,887-46.5% | $3,885-60.2% | $3,607-57.1% |
| Admin fee / account holder | $1,835 | $3,972-53.8% | $5,351-65.7% | $5,124-64.2% |