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 | $33,713 | $87,013-61.3% | $106,213-68.3% | $80,856-58.3% |
| Participation rate | 86.8% | 70.4%+16.4pp | 75.3%+11.6pp | 67.6%+19.2pp |
| Annual return | 12.24% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,503 | $2,395+4.5% | $3,171-21.1% | $2,755-9.1% |
| Participant deferral / active EE | $3,563 | $3,986-10.6% | $5,016-29.0% | $4,296-17.0% |
| Admin fee / account holder | $8,534 | $8,431+1.2% | $11,033-22.7% | $6,918+23.4% |