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 | $52,978 | $35,949+47.4% | $88,538-40.2% | $65,185-18.7% |
| Participation rate | 82.2% | 56.4%+25.8pp | 68.7%+13.4pp | 70.2%+12.0pp |
| Annual return | 21.67% | 47.52%-25.9pp | 43.64%-22.0pp | 29.38%-7.7pp |
| Employer contribution / active EE | $711 | $1,047-32.1% | $2,098-66.1% | $2,177-67.4% |
| Participant deferral / active EE | $3,424 | $1,870+83.2% | $2,914+17.5% | $3,514-2.5% |
| Admin fee / account holder | $1,294 | $496+161.0% | $4,310-70.0% | $847+52.8% |