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 | $29,959 | $67,606-55.7% | $82,313-63.6% | $70,131-57.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 17.43% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $971 | $1,755-44.7% | $2,428-60.0% | $2,342-58.5% |
| Participant deferral / active EE | $5,102 | $2,987+70.8% | $3,706+37.7% | $3,332+53.1% |
| Admin fee / account holder | $3,428 | $4,512-24.0% | $5,608-38.9% | $4,645-26.2% |