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 | $43,384 | $43,327+0.1% | $59,878-27.5% | $64,186-32.4% |
| Participation rate | 92.1% | 69.2%+22.9pp | 74.7%+17.4pp | 69.6%+22.5pp |
| Annual return | 61.70% | -1.55%+63.2pp | 3.46%+58.2pp | 7.63%+54.1pp |
| Employer contribution / active EE | $1,078 | $2,028-46.9% | $2,722-60.4% | $2,381-54.7% |
| Participant deferral / active EE | $1,078 | $2,546-57.7% | $3,402-68.3% | $3,470-68.9% |
| Admin fee / account holder | $1,244 | $3,005-58.6% | $3,590-65.3% | $4,888-74.5% |