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 | $55,956 | $57,016-1.9% | $84,966-34.1% | $80,856-30.8% |
| Participation rate | 79.4% | 56.3%+23.0pp | 67.5%+11.9pp | 67.6%+11.7pp |
| Annual return | 15.46% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,760 | $1,798-2.1% | $2,727-35.4% | $2,755-36.1% |
| Participant deferral / active EE | $3,310 | $3,110+6.4% | $4,519-26.8% | $4,296-23.0% |
| Admin fee / account holder | $4,675 | $4,980-6.1% | $6,149-24.0% | $6,918-32.4% |