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 | $34,675 | $69,362-50.0% | $101,248-65.8% | $73,488-52.8% |
| Participation rate | 75.2% | 68.4%+6.8pp | 75.8%-0.6pp | 70.7%+4.5pp |
| Annual return | 30.67% | 18.46%+12.2pp | 46.47%-15.8pp | 28.51%+2.2pp |
| Employer contribution / active EE | $2,978 | $2,628+13.3% | $3,660-18.6% | $2,270+31.2% |
| Participant deferral / active EE | $5,439 | $3,300+64.8% | $4,370+24.5% | $3,740+45.5% |
| Admin fee / account holder | $1,114 | $704+58.4% | $5,945-81.3% | $513+117.2% |