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 8-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 | $91,662 | $78,672+16.5% | $109,143-16.0% | $85,850+6.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 25.10% | 25.09%0pp | 25.75%-0.6pp | 318.53%-293.4pp |
| Employer contribution / active EE | $1,763 | $2,735-35.5% | $3,722-52.6% | $2,565-31.3% |
| Participant deferral / active EE | $4,516 | $3,467+30.3% | $4,653-2.9% | $3,952+14.3% |
| Admin fee / account holder | $1,299 | $5,469-76.2% | $6,752-80.8% | $6,260-79.2% |