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 7-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 | $12,989 | $80,717-83.9% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.1pp | 68.3%+25.9pp |
| Annual return | 24.64% | 37.96%-13.3pp | 58.88%-34.2pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,163 | $2,761-57.9% | $4,305-73.0% | $2,631-55.8% |
| Participant deferral / active EE | $2,628 | $3,303-20.4% | $5,540-52.6% | $4,212-37.6% |
| Admin fee / account holder | $1,017 | $6,746-84.9% | $14,329-92.9% | $7,344-86.2% |