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 | $72,267 | $87,870-17.8% | $113,168-36.1% | $74,304-2.7% |
| Participation rate | 80.5% | 70.7%+9.7pp | 76.6%+3.9pp | 60.3%+20.1pp |
| Annual return | 17.64% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,082 | $2,277-8.6% | $2,975-30.0% | $2,241-7.1% |
| Participant deferral / active EE | $3,803 | $4,241-10.3% | $5,107-25.5% | $3,767+1.0% |
| Admin fee / account holder | $3,429 | $3,368+1.8% | $12,068-71.6% | $2,969+15.5% |