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 4-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 | $101,262 | $81,460+24.3% | $103,333-2.0% | $80,856+25.2% |
| Participation rate | 98.9% | 66.8%+32.0pp | 74.5%+24.4pp | 67.6%+31.3pp |
| Annual return | 18.98% | 25.55%-6.6pp | 24.88%-5.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,971 | $3,105+60.1% | $3,868+28.5% | $2,755+80.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,878 | $6,566-71.4% | $8,355-77.5% | $6,918-72.8% |