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 | $41,170 | $72,277-43.0% | $101,248-59.3% | $79,858-48.4% |
| Participation rate | 90.2% | 68.5%+21.8pp | 75.8%+14.4pp | 69.6%+20.6pp |
| Annual return | 15.74% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,481 | $2,692-45.0% | $3,660-59.5% | $2,471-40.1% |
| Participant deferral / active EE | $3,298 | $3,282+0.5% | $4,370-24.5% | $3,740-11.8% |
| Admin fee / account holder | $3,166 | $4,400-28.0% | $5,945-46.7% | $5,306-40.3% |