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 | $76,527 | $84,556-9.5% | $116,228-34.2% | $74,304+3.0% |
| Participation rate | 91.1% | 66.0%+25.1pp | 74.6%+16.5pp | 60.3%+30.7pp |
| Annual return | 16.08% | 18.35%-2.3pp | 90.06%-74.0pp | 29.43%-13.4pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,972 | $3,814+56.5% | $4,953+20.6% | $3,767+58.5% |
| Admin fee / account holder | $2,122 | $3,792-44.0% | $11,989-82.3% | $2,969-28.5% |