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 4-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 | $32,779 | $93,571-65.0% | $135,903-75.9% | $75,163-56.4% |
| Participation rate | 77.2% | 75.2%+2.0pp | 81.9%-4.7pp | 67.2%+10.0pp |
| Annual return | 18.81% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,255 | $3,537-36.2% | $4,856-53.6% | $2,670-15.5% |
| Participant deferral / active EE | $6,548 | $6,404+2.2% | $7,758-15.6% | $4,125+58.7% |
| Admin fee / account holder | $8,815 | $6,975+26.4% | $10,762-18.1% | $5,651+56.0% |