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 | $52,530 | $81,460-35.5% | $103,333-49.2% | $80,856-35.0% |
| Participation rate | 98.9% | 66.8%+32.1pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 17.68% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $7,836 | $3,105+152.4% | $3,868+102.6% | $2,755+184.4% |
| Participant deferral / active EE | $6,008 | $3,869+55.3% | $5,057+18.8% | $4,296+39.9% |
| Admin fee / account holder | $6,531 | $6,566-0.5% | $8,355-21.8% | $6,918-5.6% |