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 3-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 | $69,509 | $76,670-9.3% | $96,683-28.1% | $71,457-2.7% |
| Participation rate | 77.7% | 66.6%+11.1pp | 74.3%+3.3pp | 67.9%+9.7pp |
| Annual return | 25.91% | 48.29%-22.4pp | 35.69%-9.8pp | 28.85%-2.9pp |
| Employer contribution / active EE | $3,386 | $3,031+11.7% | $3,737-9.4% | $2,588+30.9% |
| Participant deferral / active EE | $6,643 | $3,771+76.1% | $4,878+36.2% | $4,289+54.9% |
| Admin fee / account holder | $2,429 | $2,028+19.8% | $6,730-63.9% | $1,587+53.1% |