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 | $128,529 | $101,724+26.4% | $164,813-22.0% | $80,856+59.0% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.3pp |
| Annual return | 26.07% | 16.72%+9.4pp | 69.93%-43.9pp | 35.59%-9.5pp |
| Employer contribution / active EE | $3,651 | $2,953+23.6% | $4,341-15.9% | $2,755+32.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,935 | $8,227-64.3% | $12,690-76.9% | $6,918-57.6% |