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 | $50,911 | $86,922-41.4% | $102,438-50.3% | $80,874-37.0% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.4pp |
| Annual return | 12.22% | 18.90%-6.7pp | 29.37%-17.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,340 | $2,369-1.2% | $3,024-22.6% | $2,756-15.1% |
| Participant deferral / active EE | $4,109 | $4,119-0.2% | $5,054-18.7% | $4,297-4.4% |
| Admin fee / account holder | $18,451 | $8,050+129.2% | $9,448+95.3% | $6,935+166.0% |