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 4-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 | $29,888 | $51,045-41.4% | $70,515-57.6% | $71,457-58.2% |
| Participation rate | 70.3% | 59.4%+10.9pp | 68.3%+2.0pp | 67.9%+2.4pp |
| Annual return | 18.90% | 42.63%-23.7pp | 32.77%-13.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,936 | $1,790+8.1% | $2,973-34.9% | $2,588-25.2% |
| Participant deferral / active EE | $4,119 | $3,026+36.1% | $4,567-9.8% | $4,289-4.0% |
| Admin fee / account holder | $3,376 | $1,994+69.3% | $6,412-47.3% | $1,587+112.7% |