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 | $66,705 | $91,407-27.0% | $135,903-50.9% | $71,457-6.7% |
| Participation rate | 88.9% | 75.7%+13.2pp | 81.9%+7.0pp | 67.9%+21.0pp |
| Annual return | 19.84% | 29.90%-10.1pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,389 | $3,703-62.5% | $4,856-71.4% | $2,588-46.3% |
| Participant deferral / active EE | $4,224 | $7,092-40.4% | $7,758-45.6% | $4,289-1.5% |
| Admin fee / account holder | $4,982 | $1,266+293.6% | $10,762-53.7% | $1,587+213.9% |