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 | $49,234 | $63,764-22.8% | $81,930-39.9% | $79,858-38.3% |
| Participation rate | 94.1% | 67.5%+26.6pp | 72.0%+22.1pp | 69.6%+24.5pp |
| Annual return | 12.96% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,321 | $1,795+85.0% | $4,310-23.0% | $2,471+34.4% |
| Participant deferral / active EE | $2,840 | $2,780+2.1% | $7,107-60.0% | $3,740-24.1% |
| Admin fee / account holder | $2,173 | $4,426-50.9% | $5,158-57.9% | $5,306-59.1% |