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 | $87,037-61.3% | $106,201-68.3% | $80,874-58.3% |
| Participation rate | 86.8% | 70.4%+16.4pp | 75.3%+11.6pp | 67.6%+19.2pp |
| Annual return | 12.24% | 17.05%-4.8pp | 116.26%-104.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,503 | $2,396+4.5% | $3,170-21.0% | $2,756-9.2% |
| Participant deferral / active EE | $3,563 | $3,986-10.6% | $5,012-28.9% | $4,297-17.1% |
| Admin fee / account holder | $8,534 | $8,434+1.2% | $11,039-22.7% | $6,935+23.1% |