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 | $48,143 | $78,672-38.8% | $109,143-55.9% | $85,850-43.9% |
| Participation rate | 97.5% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.2pp |
| Annual return | 20.63% | 25.09%-4.5pp | 25.75%-5.1pp | 318.53%-297.9pp |
| Employer contribution / active EE | $1,520 | $2,735-44.4% | $3,722-59.2% | $2,565-40.7% |
| Participant deferral / active EE | $2,207 | $3,467-36.3% | $4,653-52.6% | $3,952-44.1% |
| Admin fee / account holder | $3,928 | $5,469-28.2% | $6,752-41.8% | $6,260-37.2% |