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 | $50,682 | $65,376-22.5% | $87,100-41.8% | $65,185-22.2% |
| Participation rate | 95.4% | 75.3%+20.0pp | 76.9%+18.5pp | 70.2%+25.2pp |
| Annual return | 23.97% | 31.27%-7.3pp | 28.19%-4.2pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,058 | $1,822-42.0% | $2,521-58.1% | $2,177-51.4% |
| Participant deferral / active EE | $3,070 | $3,388-9.4% | $4,049-24.2% | $3,514-12.6% |
| Admin fee / account holder | $2,519 | $520+384.6% | $7,497-66.4% | $847+197.4% |