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 | $67,576 | $65,246+3.6% | $98,716-31.5% | $67,986-0.6% |
| Participation rate | 82.1% | 51.4%+30.6pp | 69.3%+12.8pp | 57.2%+24.8pp |
| Annual return | 14.88% | 20.58%-5.7pp | 31.81%-16.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $911 | $1,042-12.6% | $2,279-60.0% | $2,019-54.9% |
| Participant deferral / active EE | $2,972 | $2,594+14.6% | $4,048-26.6% | $3,358-11.5% |
| Admin fee / account holder | $19,376 | $4,561+324.9% | $8,703+122.6% | $3,203+504.9% |