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 | $40,354 | $72,492-44.3% | $87,100-53.7% | $72,985-44.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 25.22% | 24.46%+0.8pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $3,433 | $1,894+81.3% | $2,521+36.2% | $2,440+40.7% |
| Participant deferral / active EE | $3,680 | $3,270+12.6% | $4,049-9.1% | $3,607+2.0% |
| Admin fee / account holder | $1,535 | $5,055-69.6% | $7,497-79.5% | $5,124-70.0% |