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 | $74,782 | $91,552-18.3% | $133,956-44.2% | $79,858-6.4% |
| Participation rate | 96.4% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 13.19% | 61.85%-48.7pp | 45.09%-31.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,606 | $2,384+51.3% | $3,919-8.0% | $2,471+45.9% |
| Participant deferral / active EE | $6,875 | $3,733+84.1% | $5,048+36.2% | $3,740+83.8% |
| Admin fee / account holder | $3,149 | $6,321-50.2% | $8,927-64.7% | $5,306-40.7% |