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 | $44,448 | $95,803-53.6% | $113,168-60.7% | $84,808-47.6% |
| Participation rate | 89.0% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.7pp |
| Annual return | 13.47% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,262 | $2,360-46.5% | $2,975-57.6% | $2,631-52.1% |
| Participant deferral / active EE | $5,071 | $4,242+19.5% | $5,107-0.7% | $4,212+20.4% |
| Admin fee / account holder | $2,427 | $8,989-73.0% | $12,068-79.9% | $7,344-66.9% |