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 | $70,356 | $87,870-19.9% | $113,168-37.8% | $74,304-5.3% |
| Participation rate | 88.5% | 70.7%+17.7pp | 76.6%+11.9pp | 60.3%+28.1pp |
| Annual return | 24.92% | 26.44%-1.5pp | 24.27%+0.7pp | 29.43%-4.5pp |
| Employer contribution / active EE | $1,701 | $2,277-25.3% | $2,975-42.8% | $2,241-24.1% |
| Participant deferral / active EE | $5,778 | $4,241+36.2% | $5,107+13.1% | $3,767+53.4% |
| Admin fee / account holder | $8,432 | $3,368+150.4% | $12,068-30.1% | $2,969+184.0% |