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 | $66,016 | $76,552-13.8% | $123,892-46.7% | $62,891+5.0% |
| Participation rate | 72.1% | 73.0%-0.9pp | 81.4%-9.3pp | 69.3%+2.8pp |
| Annual return | 8.37% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $841 | $2,883-70.8% | $4,617-81.8% | $2,281-63.1% |
| Participant deferral / active EE | $4,371 | $4,840-9.7% | $5,984-27.0% | $3,203+36.5% |
| Admin fee / account holder | $6,542 | $4,826+35.6% | $8,357-21.7% | $4,296+52.3% |