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 | $56,092 | $94,625-40.7% | $116,228-51.7% | $84,808-33.9% |
| Participation rate | 79.2% | 70.4%+8.8pp | 74.6%+4.7pp | 68.3%+10.9pp |
| Annual return | 17.26% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,832 | $2,347-21.9% | $2,994-38.8% | $2,631-30.4% |
| Participant deferral / active EE | $2,986 | $3,972-24.8% | $4,953-39.7% | $4,212-29.1% |
| Admin fee / account holder | $3,617 | $10,091-64.2% | $11,989-69.8% | $7,344-50.8% |