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 | $66,809 | $88,360-24.4% | $145,433-54.1% | $67,986-1.7% |
| Participation rate | 89.0% | 65.5%+23.5pp | 82.1%+6.9pp | 57.2%+31.8pp |
| Annual return | 14.70% | 63.15%-48.5pp | 66.58%-51.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $3,670 | $3,054+20.2% | $4,554-19.4% | $2,019+81.8% |
| Participant deferral / active EE | $8,666 | $5,932+46.1% | $7,897+9.7% | $3,358+158.1% |
| Admin fee / account holder | $12,260 | $3,313+270.0% | $13,129-6.6% | $3,203+282.8% |