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 | $56,421 | $86,286-34.6% | $111,297-49.3% | $85,850-34.3% |
| Participation rate | 94.0% | 73.3%+20.6pp | 77.3%+16.7pp | 69.3%+24.7pp |
| Annual return | 14.39% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,186 | $2,043+7.0% | $2,731-20.0% | $2,565-14.8% |
| Participant deferral / active EE | $2,784 | $3,641-23.5% | $4,487-38.0% | $3,952-29.6% |
| Admin fee / account holder | $350 | $8,188-95.7% | $7,964-95.6% | $6,260-94.4% |