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 | $44,067 | $86,922-49.3% | $102,438-57.0% | $80,874-45.5% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | 16.65% | 18.90%-2.2pp | 29.37%-12.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,070 | $2,369-12.6% | $3,024-31.5% | $2,756-24.9% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $521 | $8,050-93.5% | $9,448-94.5% | $6,935-92.5% |