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 | $58,263 | $99,985-41.7% | $146,665-60.3% | $85,850-32.1% |
| Participation rate | 95.8% | 73.1%+22.7pp | 80.1%+15.7pp | 69.3%+26.5pp |
| Annual return | 17.98% | 18.93%-0.9pp | 22.74%-4.8pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,828 | $2,559-28.5% | $4,136-55.8% | $2,565-28.7% |
| Participant deferral / active EE | $2,133 | $4,006-46.7% | $5,506-61.3% | $3,952-46.0% |
| Admin fee / account holder | $7,256 | $7,702-5.8% | $10,280-29.4% | $6,260+15.9% |