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 | $52,214 | $89,355-41.6% | $141,162-63.0% | $72,985-28.5% |
| Participation rate | 95.4% | 75.1%+20.3pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 21.99% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,455 | $3,114-53.3% | $4,735-69.3% | $2,440-40.4% |
| Participant deferral / active EE | $3,531 | $5,418-34.8% | $6,709-47.4% | $3,607-2.1% |
| Admin fee / account holder | $2,437 | $5,958-59.1% | $10,261-76.3% | $5,124-52.4% |