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 | $42,994 | $86,929-50.5% | $102,423-58.0% | $80,856-46.8% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.1pp |
| Annual return | 14.33% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,206 | $2,369-49.1% | $3,023-60.1% | $2,755-56.2% |
| Participant deferral / active EE | $2,003 | $4,118-51.4% | $5,053-60.4% | $4,296-53.4% |
| Admin fee / account holder | $3,929 | $8,049-51.2% | $9,451-58.4% | $6,918-43.2% |