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 | $38,807 | $93,571-58.5% | $135,903-71.4% | $75,163-48.4% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 15.78% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,297 | $3,537-35.0% | $4,856-52.7% | $2,670-14.0% |
| Participant deferral / active EE | $4,005 | $6,404-37.5% | $7,758-48.4% | $4,125-2.9% |
| Admin fee / account holder | $3,331 | $6,975-52.3% | $10,762-69.1% | $5,651-41.1% |