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 6-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 | $79,536 | $100,923-21.2% | $150,045-47.0% | $74,304+7.0% |
| Participation rate | 88.7% | 70.1%+18.6pp | 82.3%+6.4pp | 60.3%+28.4pp |
| Annual return | 38.61% | 51.77%-13.2pp | 62.55%-23.9pp | 29.43%+9.2pp |
| Employer contribution / active EE | $4,183 | $3,463+20.8% | $4,693-10.9% | $2,241+86.6% |
| Participant deferral / active EE | $9,763 | $6,709+45.5% | $7,997+22.1% | $3,767+159.1% |
| Admin fee / account holder | $4,969 | $2,767+79.6% | $13,435-63.0% | $2,969+67.4% |