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 | $29,642 | $54,762-45.9% | $90,281-67.2% | $72,985-59.4% |
| Participation rate | 99.0% | 65.1%+33.8pp | 73.3%+25.7pp | 69.5%+29.5pp |
| Annual return | 27.25% | 30.63%-3.4pp | 78.10%-50.9pp | 81.00%-53.8pp |
| Employer contribution / active EE | $3,165 | $2,092+51.2% | $2,854+10.9% | $2,440+29.7% |
| Participant deferral / active EE | $6,065 | $2,887+110.1% | $3,885+56.1% | $3,607+68.1% |
| Admin fee / account holder | $1,922 | $3,972-51.6% | $5,351-64.1% | $5,124-62.5% |