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 | $41,123 | $76,552-46.3% | $123,892-66.8% | $62,891-34.6% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 8.29% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,582 | $2,883-45.1% | $4,617-65.7% | $2,281-30.6% |
| Participant deferral / active EE | $7,061 | $4,840+45.9% | $5,984+18.0% | $3,203+120.4% |
| Admin fee / account holder | $8,539 | $4,826+77.0% | $8,357+2.2% | $4,296+98.8% |