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 9-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 | $81,641 | $72,492+12.6% | $87,100-6.3% | $72,985+11.9% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 21.62% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $4,644 | $1,894+145.2% | $2,521+84.2% | $2,440+90.3% |
| Participant deferral / active EE | $5,473 | $3,270+67.4% | $4,049+35.2% | $3,607+51.7% |
| Admin fee / account holder | $6,652 | $5,055+31.6% | $7,497-11.3% | $5,124+29.8% |