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 | $69,790 | $73,933-5.6% | $96,683-27.8% | $75,163-7.1% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.5pp |
| Annual return | 23.96% | 26.70%-2.7pp | 35.69%-11.7pp | 160.62%-136.7pp |
| Employer contribution / active EE | $3,106 | $2,928+6.1% | $3,737-16.9% | $2,670+16.3% |
| Participant deferral / active EE | $6,114 | $3,659+67.1% | $4,878+25.3% | $4,125+48.2% |
| Admin fee / account holder | $12,655 | $5,216+142.6% | $6,730+88.1% | $5,651+124.0% |