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 | $57,231 | $81,248-29.6% | $155,509-63.2% | $80,856-29.2% |
| Participation rate | 97.5% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 11.24% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,422 | $3,100-21.9% | $4,672-48.2% | $2,755-12.1% |
| Participant deferral / active EE | $4,536 | $3,452+31.4% | $5,626-19.4% | $4,296+5.6% |
| Admin fee / account holder | $3,811 | $7,997-52.3% | $15,912-76.0% | $6,918-44.9% |