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 | $75,433 | $61,214+23.2% | $83,333-9.5% | $56,287+34.0% |
| Participation rate | 90.7% | 72.6%+18.1pp | 77.8%+12.9pp | 69.9%+20.8pp |
| Annual return | 8.05% | 0.42%+7.6pp | 10.63%-2.6pp | -9.96%+18.0pp |
| Employer contribution / active EE | $3,934 | $1,925+104.3% | $3,379+16.4% | $2,111+86.4% |
| Participant deferral / active EE | $11,152 | $5,091+119.0% | $5,565+100.4% | $3,350+232.9% |
| Admin fee / account holder | $5,211 | $512+918.7% | $7,510-30.6% | $521+900.4% |