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 3-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 | $54,736 | $78,520-30.3% | $96,576-43.3% | $82,448-33.6% |
| Participation rate | 97.8% | 77.7%+20.1pp | 81.4%+16.4pp | 68.1%+29.7pp |
| Annual return | 28.79% | 41.30%-12.5pp | 38.47%-9.7pp | 41.64%-12.8pp |
| Employer contribution / active EE | $11,050 | $2,630+320.2% | $3,553+211.0% | $2,551+333.2% |
| Participant deferral / active EE | $14,607 | $6,754+116.3% | $7,956+83.6% | $4,139+252.9% |
| Admin fee / account holder | $4,731 | $13,455-64.8% | $11,381-58.4% | $7,234-34.6% |