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 | $41,123 | $80,717-49.1% | $154,803-73.4% | $84,808-51.5% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.6pp | 68.3%+24.3pp |
| Annual return | 19.48% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,704 | $2,761+70.3% | $4,305+9.3% | $2,631+78.8% |
| Participant deferral / active EE | $2,557 | $3,303-22.6% | $5,540-53.9% | $4,212-39.3% |
| Admin fee / account holder | $644 | $6,746-90.5% | $14,329-95.5% | $7,344-91.2% |