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 | $21,113 | $53,127-60.3% | $86,590-75.6% | $70,131-69.9% |
| Participation rate | 89.4% | 65.3%+24.1pp | 73.5%+15.8pp | 69.5%+19.8pp |
| Annual return | 17.58% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $634 | $2,068-69.3% | $2,839-77.7% | $2,342-72.9% |
| Participant deferral / active EE | $2,065 | $2,696-23.4% | $3,609-42.8% | $3,332-38.0% |
| Admin fee / account holder | $2,457 | $3,585-31.5% | $4,906-49.9% | $4,645-47.1% |