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 | $59,285 | $68,547-13.5% | $120,354-50.7% | $80,856-26.7% |
| Participation rate | 76.8% | 61.6%+15.2pp | 71.9%+4.9pp | 67.6%+9.2pp |
| Annual return | 12.99% | 23.60%-10.6pp | 107.15%-94.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,322 | $2,051+13.2% | $3,463-32.9% | $2,755-15.7% |
| Participant deferral / active EE | $4,701 | $3,173+48.1% | $4,991-5.8% | $4,296+9.4% |
| Admin fee / account holder | $3,454 | $5,732-39.7% | $9,423-63.3% | $6,918-50.1% |