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 | $73,729 | $65,376+12.8% | $87,100-15.4% | $65,185+13.1% |
| Participation rate | 90.5% | 75.3%+15.1pp | 76.9%+13.6pp | 70.2%+20.3pp |
| Annual return | 20.77% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,705 | $1,822-6.5% | $2,521-32.4% | $2,177-21.7% |
| Participant deferral / active EE | $3,119 | $3,388-7.9% | $4,049-23.0% | $3,514-11.2% |
| Admin fee / account holder | $5,894 | $520+1034.1% | $7,497-21.4% | $847+595.8% |