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 | $47,222 | $109,413-56.8% | $156,263-69.8% | $84,808-44.3% |
| Participation rate | 97.9% | 72.7%+25.2pp | 78.9%+19.0pp | 68.3%+29.6pp |
| Annual return | 18.84% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,759 | $2,907+29.3% | $4,333-13.3% | $2,631+42.9% |
| Participant deferral / active EE | $6,758 | $4,590+47.2% | $6,158+9.7% | $4,212+60.5% |
| Admin fee / account holder | $2,949 | $9,357-68.5% | $14,255-79.3% | $7,344-59.8% |