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 | $66,764 | $67,411-1.0% | $91,001-26.6% | $70,131-4.8% |
| Participation rate | 93.8% | 71.4%+22.5pp | 75.6%+18.2pp | 69.5%+24.3pp |
| Annual return | 16.90% | -40.16%+57.1pp | 4.60%+12.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,161 | $1,786-35.0% | $2,456-52.7% | $2,342-50.4% |
| Participant deferral / active EE | $4,814 | $2,823+70.6% | $3,547+35.7% | $3,332+44.5% |
| Admin fee / account holder | $5,222 | $4,236+23.3% | $5,417-3.6% | $4,645+12.4% |