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 6-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 | $61,269 | $87,870-30.3% | $113,168-45.9% | $74,304-17.5% |
| Participation rate | 98.1% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 21.15% | 26.44%-5.3pp | 24.27%-3.1pp | 29.43%-8.3pp |
| Employer contribution / active EE | $4,292 | $2,277+88.5% | $2,975+44.2% | $2,241+91.5% |
| Participant deferral / active EE | $11,813 | $4,241+178.6% | $5,107+131.3% | $3,767+213.6% |
| Admin fee / account holder | $5,916 | $3,368+75.6% | $12,068-51.0% | $2,969+99.3% |