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 | $69,523 | $80,968-14.1% | $96,544-28.0% | $75,163-7.5% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 15.90% | 27.06%-11.2pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,640 | $2,282+15.7% | $2,965-11.0% | $2,670-1.1% |
| Participant deferral / active EE | $5,423 | $3,928+38.1% | $4,851+11.8% | $4,125+31.5% |
| Admin fee / account holder | $2,799 | $6,724-58.4% | $8,252-66.1% | $5,651-50.5% |