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 | $84,069 | $76,050+10.5% | $96,544-12.9% | $71,457+17.6% |
| Participation rate | 95.5% | 74.4%+21.1pp | 76.0%+19.6pp | 67.9%+27.6pp |
| Annual return | 25.50% | 22.81%+2.7pp | 25.84%-0.3pp | 28.85%-3.3pp |
| Employer contribution / active EE | $3,461 | $2,244+54.2% | $2,965+16.7% | $2,588+33.8% |
| Participant deferral / active EE | $6,451 | $4,215+53.0% | $4,851+33.0% | $4,289+50.4% |
| Admin fee / account holder | $6,747 | $2,707+149.2% | $8,252-18.2% | $1,587+325.0% |