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 | $55,824 | $81,248-31.3% | $155,509-64.1% | $80,856-31.0% |
| Participation rate | 75.6% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 13.31% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,159 | $3,100+1.9% | $4,672-32.4% | $2,755+14.7% |
| Participant deferral / active EE | $2,708 | $3,452-21.5% | $5,626-51.9% | $4,296-37.0% |
| Admin fee / account holder | $7,194 | $7,997-10.0% | $15,912-54.8% | $6,918+4.0% |