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 | $24,177 | $59,839-59.6% | $81,983-70.5% | $79,858-69.7% |
| Participation rate | 90.6% | 61.6%+29.0pp | 69.2%+21.4pp | 69.6%+21.0pp |
| Annual return | 17.66% | 17.56%+0.1pp | 41.31%-23.6pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,793 | $2,695-33.5% | $3,722-51.8% | $3,740-52.1% |
| Admin fee / account holder | $954 | $4,287-77.7% | $5,664-83.2% | $5,306-82.0% |