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 | $31,163 | $80,717-61.4% | $154,803-79.9% | $84,808-63.3% |
| Participation rate | 92.6% | 66.8%+25.7pp | 78.1%+14.5pp | 68.3%+24.2pp |
| Annual return | 13.93% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $614 | $2,761-77.8% | $4,305-85.7% | $2,631-76.7% |
| Participant deferral / active EE | $3,825 | $3,303+15.8% | $5,540-31.0% | $4,212-9.2% |
| Admin fee / account holder | $4,176 | $6,746-38.1% | $14,329-70.9% | $7,344-43.1% |