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 | $32,517 | $72,492-55.1% | $87,100-62.7% | $72,985-55.4% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | 24.90% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,882 | $1,894-0.6% | $2,521-25.4% | $2,440-22.9% |
| Participant deferral / active EE | $1,971 | $3,270-39.7% | $4,049-51.3% | $3,607-45.4% |
| Admin fee / account holder | $441 | $5,055-91.3% | $7,497-94.1% | $5,124-91.4% |