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 | $46,223 | $69,977-33.9% | $108,579-57.4% | $62,891-26.5% |
| Participation rate | 98.6% | 72.9%+25.7pp | 79.6%+19.0pp | 69.3%+29.3pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,905 | $2,135+129.8% | $3,758+30.5% | $2,281+115.1% |
| Participant deferral / active EE | $4,910 | $3,165+55.1% | $4,311+13.9% | $3,203+53.3% |
| Admin fee / account holder | $5,897 | $5,076+16.2% | $7,645-22.9% | $4,296+37.3% |