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 | $48,247 | $65,395-26.2% | $182,532-73.6% | $72,985-33.9% |
| Participation rate | 95.5% | 65.4%+30.1pp | 78.0%+17.5pp | 69.5%+26.0pp |
| Annual return | 19.71% | 27.68%-8.0pp | 148.54%-128.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $527 | $1,911-72.4% | $4,076-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $3,404 | $3,563-4.4% | $5,524-38.4% | $3,607-5.6% |
| Admin fee / account holder | $7,865 | $4,245+85.3% | $8,592-8.5% | $5,124+53.5% |