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 | $89,927 | $72,277+24.4% | $101,248-11.2% | $79,858+12.6% |
| Participation rate | 94.9% | 68.5%+26.5pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | 12.47% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,273 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $4,398 | $3,282+34.0% | $4,370+0.6% | $3,740+17.6% |
| Admin fee / account holder | $765 | $4,400-82.6% | $5,945-87.1% | $5,306-85.6% |