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 | $57,343 | $60,349-5.0% | $74,183-22.7% | $62,891-8.8% |
| Participation rate | 93.2% | 72.7%+20.5pp | 76.6%+16.6pp | 69.3%+23.9pp |
| Annual return | 5.76% | 21.37%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,783 | $1,680+65.6% | $2,370+17.4% | $2,281+22.0% |
| Participant deferral / active EE | $3,453 | $2,856+20.9% | $3,550-2.7% | $3,203+7.8% |
| Admin fee / account holder | $3,009 | $4,261-29.4% | $5,586-46.1% | $4,296-30.0% |