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 | $56,940 | $54,762+4.0% | $90,281-36.9% | $72,985-22.0% |
| Participation rate | 94.0% | 65.1%+28.9pp | 73.3%+20.8pp | 69.5%+24.5pp |
| Annual return | 23.43% | 30.63%-7.2pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,909 | $2,092-8.8% | $2,854-33.1% | $2,440-21.7% |
| Participant deferral / active EE | $2,759 | $2,887-4.4% | $3,885-29.0% | $3,607-23.5% |
| Admin fee / account holder | $1,356 | $3,972-65.9% | $5,351-74.7% | $5,124-73.5% |