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 | $63,374 | $65,561-3.3% | $91,541-30.8% | $74,304-14.7% |
| Participation rate | 84.4% | 56.6%+27.8pp | 69.8%+14.6pp | 60.3%+24.1pp |
| Annual return | 14.73% | 17.68%-3.0pp | 20.50%-5.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,228 | $1,717+29.8% | $2,505-11.0% | $2,241-0.6% |
| Participant deferral / active EE | $2,623 | $2,918-10.1% | $4,008-34.6% | $3,767-30.4% |
| Admin fee / account holder | $6,002 | $3,333+80.1% | $6,956-13.7% | $2,969+102.2% |