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 | $108,825-56.6% | $156,181-69.8% | $82,448-42.7% |
| Participation rate | 97.9% | 72.4%+25.5pp | 78.8%+19.0pp | 68.1%+29.8pp |
| Annual return | 18.84% | 20.59%-1.7pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,759 | $2,870+31.0% | $4,294-12.5% | $2,551+47.4% |
| Participant deferral / active EE | $6,758 | $4,577+47.6% | $6,132+10.2% | $4,139+63.3% |
| Admin fee / account holder | $2,949 | $9,341-68.4% | $14,586-79.8% | $7,234-59.2% |