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 | $34,498 | $71,050-51.4% | $93,606-63.1% | $80,856-57.3% |
| Participation rate | 98.6% | 60.4%+38.1pp | 68.7%+29.8pp | 67.6%+30.9pp |
| Annual return | 11.41% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,448 | $1,564-7.4% | $2,420-40.2% | $2,755-47.4% |
| Participant deferral / active EE | $2,675 | $4,034-33.7% | $4,411-39.4% | $4,296-37.7% |
| Admin fee / account holder | $6,162 | $6,945-11.3% | $8,285-25.6% | $6,918-10.9% |