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 | $44,532 | $56,629-21.4% | $77,999-42.9% | $55,167-19.3% |
| Participation rate | 91.1% | 73.3%+17.8pp | 75.5%+15.5pp | 69.0%+22.1pp |
| Annual return | 15.68% | 2866.98%-2851.3pp | 425.96%-410.3pp | 169.23%-153.5pp |
| Employer contribution / active EE | $1,286 | $1,723-25.4% | $2,470-47.9% | $1,963-34.5% |
| Participant deferral / active EE | $3,135 | $2,777+12.9% | $3,497-10.3% | $3,054+2.7% |
| Admin fee / account holder | $568 | $467+21.8% | $5,480-89.6% | $504+12.8% |