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 7-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 | $72,825 | $88,634-17.8% | $101,326-28.1% | $74,304-2.0% |
| Participation rate | 94.7% | 76.9%+17.9pp | 81.5%+13.2pp | 60.3%+34.4pp |
| Annual return | 22.83% | 33.10%-10.3pp | 36.82%-14.0pp | 29.43%-6.6pp |
| Employer contribution / active EE | $2,717 | $2,930-7.3% | $3,665-25.9% | $2,241+21.2% |
| Participant deferral / active EE | $8,892 | $7,322+21.4% | $7,994+11.2% | $3,767+136.0% |
| Admin fee / account holder | $2,398 | $2,425-1.1% | $11,185-78.6% | $2,969-19.2% |