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 | $80,673-32.2% | $101,326-46.0% | $84,808-35.5% |
| Participation rate | 97.8% | 77.8%+20.0pp | 81.5%+16.3pp | 68.3%+29.5pp |
| Annual return | 28.79% | 38.95%-10.2pp | 36.82%-8.0pp | 40.90%-12.1pp |
| Employer contribution / active EE | $11,050 | $2,698+309.6% | $3,665+201.5% | $2,631+320.0% |
| Participant deferral / active EE | $14,607 | $6,840+113.5% | $7,994+82.7% | $4,212+246.8% |
| Admin fee / account holder | $4,731 | $12,784-63.0% | $11,185-57.7% | $7,344-35.6% |