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 | $38,276 | $95,803-60.0% | $113,168-66.2% | $84,808-54.9% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.7pp |
| Annual return | 14.60% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,119 | $2,360-10.2% | $2,975-28.8% | $2,631-19.4% |
| Participant deferral / active EE | $3,977 | $4,242-6.3% | $5,107-22.1% | $4,212-5.6% |
| Admin fee / account holder | $7,997 | $8,989-11.0% | $12,068-33.7% | $7,344+8.9% |