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 | $29,820 | $48,364-38.3% | $71,796-58.5% | $62,891-52.6% |
| Participation rate | 88.9% | 60.6%+28.3pp | 69.1%+19.8pp | 69.3%+19.6pp |
| Annual return | 8.17% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $739 | $1,042-29.1% | $1,924-61.6% | $2,281-67.6% |
| Participant deferral / active EE | $3,764 | $2,091+80.0% | $2,794+34.7% | $3,203+17.5% |
| Admin fee / account holder | $2,678 | $3,771-29.0% | $4,815-44.4% | $4,296-37.7% |