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 | $29,100 | $45,035-35.4% | $62,995-53.8% | $70,131-58.5% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 15.91% | 18.76%-2.8pp | 87.57%-71.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,431 | $2,051-30.2% | $2,759-48.1% | $2,342-38.9% |
| Participant deferral / active EE | $2,935 | $2,465+19.1% | $3,329-11.8% | $3,332-11.9% |
| Admin fee / account holder | $1,978 | $2,834-30.2% | $3,600-45.1% | $4,645-57.4% |