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 | $62,414 | $78,422-20.4% | $95,952-35.0% | $79,858-21.8% |
| Participation rate | 96.1% | 73.5%+22.6pp | 77.1%+19.0pp | 69.6%+26.5pp |
| Annual return | 10.80% | 19.37%-8.6pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,101 | $1,945+59.4% | $2,541+22.0% | $2,471+25.5% |
| Participant deferral / active EE | $4,917 | $3,440+42.9% | $4,167+18.0% | $3,740+31.5% |
| Admin fee / account holder | $2,759 | $5,622-50.9% | $6,795-59.4% | $5,306-48.0% |