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 | $74,033 | $78,672-5.9% | $109,143-32.2% | $85,850-13.8% |
| Participation rate | 91.8% | 68.3%+23.6pp | 75.9%+16.0pp | 69.3%+22.5pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,588 | $2,735-5.4% | $3,722-30.5% | $2,565+0.9% |
| Participant deferral / active EE | $1,816 | $3,467-47.6% | $4,653-61.0% | $3,952-54.0% |
| Admin fee / account holder | $6,852 | $5,469+25.3% | $6,752+1.5% | $6,260+9.5% |