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 | $41,777 | $76,050-45.1% | $96,544-56.7% | $71,457-41.5% |
| Participation rate | 80.3% | 74.4%+5.9pp | 76.0%+4.4pp | 67.9%+12.4pp |
| Annual return | 23.63% | 22.81%+0.8pp | 25.84%-2.2pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,235 | $2,244-45.0% | $2,965-58.3% | $2,588-52.3% |
| Participant deferral / active EE | $2,196 | $4,215-47.9% | $4,851-54.7% | $4,289-48.8% |
| Admin fee / account holder | $476 | $2,707-82.4% | $8,252-94.2% | $1,587-70.0% |