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 | $62,509 | $77,813-19.7% | $123,544-49.4% | $64,186-2.6% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.3%+13.8pp | 69.6%+26.5pp |
| Annual return | 1.09% | 12.48%-11.4pp | 119.20%-118.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $2,378 | $3,014-21.1% | $4,628-48.6% | $2,381-0.1% |
| Participant deferral / active EE | $6,840 | $5,240+30.5% | $6,426+6.5% | $3,470+97.2% |
| Admin fee / account holder | $6,616 | $5,519+19.9% | $9,284-28.7% | $4,888+35.3% |