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 | $28,838 | $67,411-57.2% | $91,001-68.3% | $70,131-58.9% |
| Participation rate | 95.8% | 71.4%+24.4pp | 75.6%+20.2pp | 69.5%+26.2pp |
| Annual return | 14.46% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $737 | $1,786-58.7% | $2,456-70.0% | $2,342-68.5% |
| Participant deferral / active EE | $1,290 | $2,823-54.3% | $3,547-63.6% | $3,332-61.3% |
| Admin fee / account holder | $2,735 | $4,236-35.4% | $5,417-49.5% | $4,645-41.1% |