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 | $54,140 | $58,828-8.0% | $77,999-30.6% | $62,891-13.9% |
| Participation rate | 86.0% | 71.1%+15.0pp | 75.5%+10.5pp | 69.3%+16.7pp |
| Annual return | 4.85% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,993 | $1,672+19.2% | $2,470-19.3% | $2,281-12.6% |
| Participant deferral / active EE | $3,717 | $2,686+38.4% | $3,497+6.3% | $3,203+16.0% |
| Admin fee / account holder | $3,108 | $4,393-29.3% | $5,480-43.3% | $4,296-27.6% |