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 | $30,106 | $48,076-37.4% | $78,689-61.7% | $62,891-52.1% |
| Participation rate | 95.7% | 65.2%+30.5pp | 73.6%+22.2pp | 69.3%+26.4pp |
| Annual return | 17.77% | 31.35%-13.6pp | 62.18%-44.4pp | 20.14%-2.4pp |
| Employer contribution / active EE | $3,877 | $2,015+92.4% | $2,851+36.0% | $2,281+70.0% |
| Participant deferral / active EE | $7,143 | $2,588+176.0% | $3,517+103.1% | $3,203+123.0% |
| Admin fee / account holder | $3,758 | $3,207+17.2% | $4,510-16.7% | $4,296-12.5% |