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 | $114,442 | $74,927+52.7% | $101,794+12.4% | $84,808+34.9% |
| Participation rate | 76.1% | 61.4%+14.7pp | 69.2%+7.0pp | 68.3%+7.8pp |
| Annual return | 18.73% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,009 | $1,522-33.7% | $2,289-55.9% | $2,631-61.7% |
| Participant deferral / active EE | $5,310 | $3,099+71.3% | $4,084+30.0% | $4,212+26.1% |
| Admin fee / account holder | $1,325 | $6,514-79.7% | $8,777-84.9% | $7,344-82.0% |