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 | $71,634 | $100,923-29.0% | $150,045-52.3% | $74,304-3.6% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.3%+3.9pp | 60.3%+25.9pp |
| Annual return | 21.58% | 51.77%-30.2pp | 62.55%-41.0pp | 29.43%-7.8pp |
| Employer contribution / active EE | $6,581 | $3,463+90.0% | $4,693+40.2% | $2,241+193.6% |
| Participant deferral / active EE | $10,792 | $6,709+60.9% | $7,997+35.0% | $3,767+186.5% |
| Admin fee / account holder | $3,637 | $2,767+31.5% | $13,435-72.9% | $2,969+22.5% |