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 | $23,651 | $80,717-70.7% | $154,803-84.7% | $84,808-72.1% |
| Participation rate | 96.1% | 66.8%+29.2pp | 78.1%+18.0pp | 68.3%+27.7pp |
| Annual return | 18.82% | 37.96%-19.1pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $944 | $2,761-65.8% | $4,305-78.1% | $2,631-64.1% |
| Participant deferral / active EE | $2,303 | $3,303-30.3% | $5,540-58.4% | $4,212-45.3% |
| Admin fee / account holder | $749 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |