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 | $41,541 | $95,416-56.5% | $185,823-77.6% | $85,850-51.6% |
| Participation rate | 91.8% | 68.8%+23.1pp | 81.7%+10.1pp | 69.3%+22.5pp |
| Annual return | 12.70% | 23.59%-10.9pp | 122.05%-109.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $858 | $3,314-74.1% | $5,167-83.4% | $2,565-66.5% |
| Participant deferral / active EE | $3,487 | $3,423+1.9% | $5,568-37.4% | $3,952-11.8% |
| Admin fee / account holder | $650 | $7,213-91.0% | $16,237-96.0% | $6,260-89.6% |