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 | $41,444 | $49,915-17.0% | $154,803-73.2% | $74,304-44.2% |
| Participation rate | 85.3% | 54.0%+31.3pp | 78.1%+7.2pp | 60.3%+24.9pp |
| Annual return | 16.33% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,836 | $1,611+13.9% | $4,305-57.4% | $2,241-18.1% |
| Participant deferral / active EE | $3,079 | $2,255+36.6% | $5,540-44.4% | $3,767-18.3% |
| Admin fee / account holder | $2,778 | $2,189+26.9% | $14,329-80.6% | $2,969-6.4% |