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 | $72,272 | $76,552-5.6% | $123,892-41.7% | $62,891+14.9% |
| Participation rate | 88.8% | 73.0%+15.8pp | 81.4%+7.4pp | 69.3%+19.5pp |
| Annual return | 10.74% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,721 | $2,883-40.3% | $4,617-62.7% | $2,281-24.5% |
| Participant deferral / active EE | $5,741 | $4,840+18.6% | $5,984-4.1% | $3,203+79.2% |
| Admin fee / account holder | $4,135 | $4,826-14.3% | $8,357-50.5% | $4,296-3.7% |