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 | $45,464 | $86,286-47.3% | $111,297-59.2% | $85,850-47.0% |
| Participation rate | 81.7% | 73.3%+8.4pp | 77.3%+4.4pp | 69.3%+12.4pp |
| Annual return | 11.50% | 19.99%-8.5pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,102 | $2,043-46.1% | $2,731-59.7% | $2,565-57.0% |
| Participant deferral / active EE | $3,375 | $3,641-7.3% | $4,487-24.8% | $3,952-14.6% |
| Admin fee / account holder | $3,437 | $8,188-58.0% | $7,964-56.8% | $6,260-45.1% |