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 5-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 | $59,607 | $100,923-40.9% | $150,045-60.3% | $74,304-19.8% |
| Participation rate | 89.5% | 70.1%+19.4pp | 82.3%+7.2pp | 60.3%+29.2pp |
| Annual return | 46.75% | 51.77%-5.0pp | 62.55%-15.8pp | 29.43%+17.3pp |
| Employer contribution / active EE | $5,516 | $3,463+59.3% | $4,693+17.5% | $2,241+146.1% |
| Participant deferral / active EE | $11,846 | $6,709+76.6% | $7,997+48.1% | $3,767+214.4% |
| Admin fee / account holder | $2,564 | $2,767-7.3% | $13,435-80.9% | $2,969-13.6% |