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 | $34,881 | $65,561-46.8% | $91,541-61.9% | $74,304-53.1% |
| Participation rate | 79.7% | 56.6%+23.1pp | 69.8%+9.9pp | 60.3%+19.3pp |
| Annual return | 35.59% | 17.68%+17.9pp | 20.50%+15.1pp | 29.43%+6.2pp |
| Employer contribution / active EE | $1,527 | $1,717-11.1% | $2,505-39.0% | $2,241-31.9% |
| Participant deferral / active EE | $2,970 | $2,918+1.8% | $4,008-25.9% | $3,767-21.2% |
| Admin fee / account holder | $1,301 | $3,333-61.0% | $6,956-81.3% | $2,969-56.2% |