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 | $28,513 | $39,122-27.1% | $57,179-50.1% | $62,891-54.7% |
| Participation rate | 82.3% | 70.5%+11.8pp | 75.3%+6.9pp | 69.3%+13.0pp |
| Annual return | 5.07% | 9.23%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,220 | $1,874+71.8% | $2,682+20.0% | $2,281+41.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,638 | $2,592-36.8% | $3,139-47.8% | $4,296-61.9% |