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 | $85,515-30.0% | $112,040-46.5% | $67,986-11.9% |
| Participation rate | 96.2% | 68.2%+28.0pp | 76.5%+19.7pp | 57.2%+39.0pp |
| Annual return | 18.35% | 29.68%-11.3pp | 24.52%-6.2pp | 31.67%-13.3pp |
| Employer contribution / active EE | $3,731 | $2,191+70.3% | $2,954+26.3% | $2,019+84.8% |
| Participant deferral / active EE | $4,565 | $4,014+13.7% | $5,098-10.4% | $3,358+36.0% |
| Admin fee / account holder | $2,162 | $3,774-42.7% | $12,098-82.1% | $3,203-32.5% |