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 | $49,492 | $51,045-3.0% | $70,515-29.8% | $71,457-30.7% |
| Participation rate | 88.4% | 59.4%+29.0pp | 68.3%+20.0pp | 67.9%+20.5pp |
| Annual return | 14.92% | 42.63%-27.7pp | 32.77%-17.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,844 | $1,790+3.0% | $2,973-38.0% | $2,588-28.7% |
| Participant deferral / active EE | $2,781 | $3,026-8.1% | $4,567-39.1% | $4,289-35.2% |
| Admin fee / account holder | $5,539 | $1,994+177.9% | $6,412-13.6% | $1,587+249.0% |