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 | $59,175 | $76,050-22.2% | $96,544-38.7% | $71,457-17.2% |
| Participation rate | 83.2% | 74.4%+8.8pp | 76.0%+7.2pp | 67.9%+15.2pp |
| Annual return | 19.04% | 22.81%-3.8pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,681 | $2,244+19.5% | $2,965-9.6% | $2,588+3.6% |
| Participant deferral / active EE | $4,932 | $4,215+17.0% | $4,851+1.7% | $4,289+15.0% |
| Admin fee / account holder | $6,672 | $2,707+146.5% | $8,252-19.2% | $1,587+320.3% |