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 | $33,756 | $76,670-56.0% | $96,683-65.1% | $71,457-52.8% |
| Participation rate | 87.0% | 66.6%+20.4pp | 74.3%+12.6pp | 67.9%+19.0pp |
| Annual return | 20.01% | 48.29%-28.3pp | 35.69%-15.7pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,383 | $3,031-54.4% | $3,737-63.0% | $2,588-46.6% |
| Participant deferral / active EE | $3,986 | $3,771+5.7% | $4,878-18.3% | $4,289-7.1% |
| Admin fee / account holder | $1,226 | $2,028-39.6% | $6,730-81.8% | $1,587-22.8% |