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 | $45,830 | $95,803-52.2% | $113,168-59.5% | $84,808-46.0% |
| Participation rate | 99.0% | 72.9%+26.1pp | 76.6%+22.4pp | 68.3%+30.7pp |
| Annual return | 14.47% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,954 | $2,360-17.2% | $2,975-34.3% | $2,631-25.7% |
| Participant deferral / active EE | $3,364 | $4,242-20.7% | $5,107-34.1% | $4,212-20.1% |
| Admin fee / account holder | $1,225 | $8,989-86.4% | $12,068-89.8% | $7,344-83.3% |