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 | $16,270 | $53,822-69.8% | $75,696-78.5% | $85,850-81.0% |
| Participation rate | 91.2% | 69.1%+22.1pp | 74.8%+16.3pp | 69.3%+21.9pp |
| Annual return | 14.33% | 24.54%-10.2pp | 104.53%-90.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,053 | $2,017+1.8% | $2,743-25.1% | $2,565-19.9% |
| Participant deferral / active EE | $2,237 | $2,895-22.7% | $3,821-41.5% | $3,952-43.4% |
| Admin fee / account holder | $2,720 | $3,343-18.6% | $3,619-24.8% | $6,260-56.5% |