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 | $45,908 | $95,803-52.1% | $113,168-59.4% | $84,808-45.9% |
| Participation rate | 98.9% | 72.9%+26.0pp | 76.6%+22.3pp | 68.3%+30.6pp |
| Annual return | 15.01% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,407 | $2,360+2.0% | $2,975-19.1% | $2,631-8.5% |
| Participant deferral / active EE | $5,214 | $4,242+22.9% | $5,107+2.1% | $4,212+23.8% |
| Admin fee / account holder | $2,524 | $8,989-71.9% | $12,068-79.1% | $7,344-65.6% |