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 | $62,215 | $80,968-23.2% | $96,544-35.6% | $75,163-17.2% |
| Participation rate | 87.3% | 71.8%+15.6pp | 76.0%+11.4pp | 67.2%+20.1pp |
| Annual return | 21.48% | 27.06%-5.6pp | 25.84%-4.4pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,322 | $2,282+1.8% | $2,965-21.7% | $2,670-13.0% |
| Participant deferral / active EE | $2,860 | $3,928-27.2% | $4,851-41.0% | $4,125-30.7% |
| Admin fee / account holder | $4,475 | $6,724-33.5% | $8,252-45.8% | $5,651-20.8% |