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 | $25,117 | $81,248-69.1% | $155,509-83.8% | $80,856-68.9% |
| Participation rate | 84.3% | 66.2%+18.1pp | 78.2%+6.1pp | 67.6%+16.7pp |
| Annual return | 14.85% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $662 | $3,100-78.6% | $4,672-85.8% | $2,755-76.0% |
| Participant deferral / active EE | $1,760 | $3,452-49.0% | $5,626-68.7% | $4,296-59.0% |
| Admin fee / account holder | $8,831 | $7,997+10.4% | $15,912-44.5% | $6,918+27.7% |