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 | $34,014 | $48,230-29.5% | $67,502-49.6% | $80,856-57.9% |
| Participation rate | 97.7% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | 12.90% | 18.28%-5.4pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,537 | $2,020+25.6% | $2,731-7.1% | $2,755-7.9% |
| Participant deferral / active EE | $3,941 | $2,924+34.8% | $4,000-1.5% | $4,296-8.3% |
| Admin fee / account holder | $3,690 | $3,681+0.2% | $3,998-7.7% | $6,918-46.7% |