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 | $59,892 | $87,870-31.8% | $113,168-47.1% | $74,304-19.4% |
| Participation rate | 96.2% | 70.7%+25.4pp | 76.6%+19.6pp | 60.3%+35.8pp |
| Annual return | 18.35% | 26.44%-8.1pp | 24.27%-5.9pp | 29.43%-11.1pp |
| Employer contribution / active EE | $3,731 | $2,277+63.9% | $2,975+25.4% | $2,241+66.5% |
| Participant deferral / active EE | $4,565 | $4,241+7.7% | $5,107-10.6% | $3,767+21.2% |
| Admin fee / account holder | $2,162 | $3,368-35.8% | $12,068-82.1% | $2,969-27.2% |