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 | $46,712 | $54,762-14.7% | $90,281-48.3% | $72,985-36.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.18% | 30.63%-13.5pp | 78.10%-60.9pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,871 | $2,092-10.6% | $2,854-34.5% | $2,440-23.3% |
| Participant deferral / active EE | $2,857 | $2,887-1.0% | $3,885-26.5% | $3,607-20.8% |
| Admin fee / account holder | $1,744 | $3,972-56.1% | $5,351-67.4% | $5,124-66.0% |