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 | $58,329 | $84,556-31.0% | $116,228-49.8% | $74,304-21.5% |
| Participation rate | 97.0% | 66.0%+31.0pp | 74.6%+22.5pp | 60.3%+36.7pp |
| Annual return | 17.26% | 18.35%-1.1pp | 90.06%-72.8pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,977 | $2,168-8.8% | $2,994-34.0% | $2,241-11.8% |
| Participant deferral / active EE | $1,941 | $3,814-49.1% | $4,953-60.8% | $3,767-48.5% |
| Admin fee / account holder | $4,024 | $3,792+6.1% | $11,989-66.4% | $2,969+35.5% |