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 | $57,515 | $109,413-47.4% | $156,263-63.2% | $84,808-32.2% |
| Participation rate | 98.7% | 72.7%+26.0pp | 78.9%+19.8pp | 68.3%+30.4pp |
| Annual return | 17.51% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,432 | $2,907+18.1% | $4,333-20.8% | $2,631+30.5% |
| Participant deferral / active EE | $6,287 | $4,590+37.0% | $6,158+2.1% | $4,212+49.3% |
| Admin fee / account holder | $4,202 | $9,357-55.1% | $14,255-70.5% | $7,344-42.8% |