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 | $24,918 | $45,073-44.7% | $69,455-64.1% | $72,985-65.9% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.6%+17.9pp | 69.5%+23.0pp |
| Annual return | 31.74% | 22.65%+9.1pp | 28.97%+2.8pp | 81.00%-49.3pp |
| Employer contribution / active EE | $2,010 | $2,054-2.2% | $2,779-27.7% | $2,440-17.6% |
| Participant deferral / active EE | $4,509 | $2,602+73.3% | $3,535+27.5% | $3,607+25.0% |
| Admin fee / account holder | $1,230 | $3,056-59.7% | $3,839-68.0% | $5,124-76.0% |