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 | $30,234 | $76,552-60.5% | $123,892-75.6% | $62,891-51.9% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | 6.42% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,814 | $2,883-37.1% | $4,617-60.7% | $2,281-20.5% |
| Participant deferral / active EE | $6,432 | $4,840+32.9% | $5,984+7.5% | $3,203+100.8% |
| Admin fee / account holder | $1,600 | $4,826-66.8% | $8,357-80.9% | $4,296-62.7% |