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 | $56,656 | $87,841-35.5% | $133,980-57.7% | $62,891-9.9% |
| Participation rate | 94.0% | 83.4%+10.7pp | 87.1%+7.0pp | 69.3%+24.7pp |
| Annual return | 12.21% | 12.05%+0.2pp | 29.30%-17.1pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,454 | $3,483-0.8% | $5,211-33.7% | $2,281+51.4% |
| Participant deferral / active EE | $4,402 | $4,812-8.5% | $6,282-29.9% | $3,203+37.4% |
| Admin fee / account holder | $2,225 | $5,371-58.6% | $9,324-76.1% | $4,296-48.2% |