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 | $67,053 | $78,422-14.5% | $95,952-30.1% | $79,858-16.0% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.8pp |
| Annual return | 16.50% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,445 | $1,945+25.7% | $2,541-3.8% | $2,471-1.0% |
| Participant deferral / active EE | $4,077 | $3,440+18.5% | $4,167-2.2% | $3,740+9.0% |
| Admin fee / account holder | $2,883 | $5,622-48.7% | $6,795-57.6% | $5,306-45.7% |