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 | $49,670 | $39,122+27.0% | $57,179-13.1% | $62,891-21.0% |
| Participation rate | 98.9% | 70.5%+28.4pp | 75.3%+23.5pp | 69.3%+29.6pp |
| Annual return | 7.80% | 9.23%-1.4pp | 14.59%-6.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,995 | $1,874+6.4% | $2,682-25.6% | $2,281-12.6% |
| Participant deferral / active EE | $3,940 | $2,374+66.0% | $3,096+27.3% | $3,203+23.0% |
| Admin fee / account holder | $14,136 | $2,592+445.4% | $3,139+350.3% | $4,296+229.1% |