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 | $43,690 | $101,763-57.1% | $164,866-73.5% | $80,874-46.0% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.1pp | 67.6%+19.0pp |
| Annual return | 16.76% | 16.73%0pp | 69.97%-53.2pp | 35.62%-18.9pp |
| Employer contribution / active EE | $3,088 | $2,954+4.5% | $4,343-28.9% | $2,756+12.1% |
| Participant deferral / active EE | $3,606 | $4,477-19.4% | $6,033-40.2% | $4,297-16.1% |
| Admin fee / account holder | $552 | $8,228-93.3% | $12,689-95.6% | $6,935-92.0% |