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 | $55,836 | $64,909-14.0% | $82,313-32.2% | $62,292-10.4% |
| Participation rate | 85.3% | 74.9%+10.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 16.44% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,996 | $1,676+19.1% | $2,428-17.8% | $2,042-2.3% |
| Participant deferral / active EE | $4,007 | $3,103+29.1% | $3,706+8.1% | $3,169+26.4% |
| Admin fee / account holder | $2,513 | $440+471.6% | $5,608-55.2% | $479+424.2% |