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 | $31,594 | $64,348-50.9% | $90,160-65.0% | $70,131-54.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.52% | 28.13%-5.6pp | 34.88%-12.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $3,989 | $2,046+95.0% | $3,318+20.2% | $2,342+70.3% |
| Participant deferral / active EE | $7,872 | $4,389+79.4% | $5,288+48.9% | $3,332+136.3% |
| Admin fee / account holder | $1,780 | $3,944-54.9% | $5,943-70.0% | $4,645-61.7% |