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 | $40,681 | $77,899-47.8% | $149,673-72.8% | $75,163-45.9% |
| Participation rate | 98.3% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 23.91% | 31.72%-7.8pp | 134.42%-110.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,272 | $3,137-59.4% | $4,818-73.6% | $2,670-52.3% |
| Participant deferral / active EE | $4,923 | $3,411+44.3% | $5,680-13.3% | $4,125+19.3% |
| Admin fee / account holder | $3,028 | $5,956-49.2% | $13,210-77.1% | $5,651-46.4% |