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 | $32,185 | $100,923-68.1% | $150,045-78.5% | $74,304-56.7% |
| Participation rate | 75.2% | 70.1%+5.1pp | 82.3%-7.1pp | 60.3%+14.8pp |
| Annual return | 14.84% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,041 | $3,463-69.9% | $4,693-77.8% | $2,241-53.6% |
| Participant deferral / active EE | $4,059 | $6,709-39.5% | $7,997-49.2% | $3,767+7.7% |
| Admin fee / account holder | $12,180 | $2,767+340.2% | $13,435-9.3% | $2,969+310.3% |