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 | $59,183 | $25,014+136.6% | $69,701-15.1% | $80,874-26.8% |
| Participation rate | 92.1% | 64.2%+27.9pp | 66.4%+25.7pp | 67.6%+24.5pp |
| Annual return | 14.07% | 19.07%-5.0pp | 100.32%-86.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,890 | $993+90.3% | $1,713+10.3% | $2,756-31.4% |
| Participant deferral / active EE | $3,794 | $1,839+106.3% | $2,887+31.4% | $4,297-11.7% |
| Admin fee / account holder | $3,734 | $2,488+50.1% | $4,717-20.8% | $6,935-46.2% |