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 | $63,574 | $138,385-54.1% | $184,200-65.5% | $80,874-21.4% |
| Participation rate | 93.7% | 83.9%+9.8pp | 86.8%+6.9pp | 67.6%+26.0pp |
| Annual return | 17.82% | 20.02%-2.2pp | 28.80%-11.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $2,296 | $4,849-52.6% | $6,424-64.3% | $2,756-16.7% |
| Participant deferral / active EE | $7,270 | $7,073+2.8% | $9,132-20.4% | $4,297+69.2% |
| Admin fee / account holder | $8,380 | $10,483-20.1% | $13,907-39.7% | $6,935+20.8% |