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 | $58,957 | $59,839-1.5% | $81,983-28.1% | $79,858-26.2% |
| Participation rate | 93.0% | 61.6%+31.4pp | 69.2%+23.8pp | 69.6%+23.4pp |
| Annual return | 16.67% | 17.56%-0.9pp | 41.31%-24.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,606 | $1,713-6.3% | $2,498-35.7% | $2,471-35.0% |
| Participant deferral / active EE | $4,863 | $2,695+80.4% | $3,722+30.6% | $3,740+30.0% |
| Admin fee / account holder | $761 | $4,287-82.3% | $5,664-86.6% | $5,306-85.7% |