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 | $43,233 | $81,248-46.8% | $155,509-72.2% | $80,856-46.5% |
| Participation rate | 79.2% | 66.2%+13.0pp | 78.2%+1.0pp | 67.6%+11.6pp |
| Annual return | 11.67% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,784 | $3,100-42.4% | $4,672-61.8% | $2,755-35.2% |
| Participant deferral / active EE | $3,685 | $3,452+6.8% | $5,626-34.5% | $4,296-14.2% |
| Admin fee / account holder | $8,463 | $7,997+5.8% | $15,912-46.8% | $6,918+22.3% |