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 4-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 | $51,304 | $49,915+2.8% | $154,803-66.9% | $74,304-31.0% |
| Participation rate | 71.9% | 54.0%+17.9pp | 78.1%-6.2pp | 60.3%+11.5pp |
| Annual return | 26.79% | 34.06%-7.3pp | 58.88%-32.1pp | 29.43%-2.6pp |
| Employer contribution / active EE | $2,496 | $1,611+54.9% | $4,305-42.0% | $2,241+11.4% |
| Participant deferral / active EE | $5,810 | $2,255+157.7% | $5,540+4.9% | $3,767+54.2% |
| Admin fee / account holder | $2,267 | $2,189+3.6% | $14,329-84.2% | $2,969-23.6% |