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 9-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 | $63,741 | $86,929-26.7% | $102,423-37.8% | $80,856-21.2% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.6%+23.9pp |
| Annual return | 14.76% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $23,108 | $4,118+461.1% | $5,053+357.3% | $4,296+437.9% |
| Admin fee / account holder | $34,548 | $8,049+329.2% | $9,451+265.6% | $6,918+399.4% |