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 | $81,978 | $109,881-25.4% | $150,045-45.4% | $84,808-3.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 21.19% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,957 | $3,561-45.0% | $4,693-58.3% | $2,631-25.6% |
| Participant deferral / active EE | $15,770 | $6,636+137.6% | $7,997+97.2% | $4,212+274.4% |
| Admin fee / account holder | $1,475 | $8,568-82.8% | $13,435-89.0% | $7,344-79.9% |