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 | $63,322 | $101,724-37.8% | $164,813-61.6% | $80,856-21.7% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.6%+31.0pp |
| Annual return | 13.21% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,261 | $2,953+44.3% | $4,341-1.8% | $2,755+54.7% |
| Participant deferral / active EE | $3,834 | $4,477-14.4% | $6,031-36.4% | $4,296-10.7% |
| Admin fee / account holder | $5,273 | $8,227-35.9% | $12,690-58.4% | $6,918-23.8% |