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 | $44,418 | $76,050-41.6% | $96,544-54.0% | $71,457-37.8% |
| Participation rate | 85.3% | 74.4%+10.9pp | 76.0%+9.3pp | 67.9%+17.4pp |
| Annual return | 33.02% | 22.81%+10.2pp | 25.84%+7.2pp | 28.85%+4.2pp |
| Employer contribution / active EE | $4,134 | $2,244+84.2% | $2,965+39.4% | $2,588+59.8% |
| Participant deferral / active EE | $9,276 | $4,215+120.1% | $4,851+91.2% | $4,289+116.3% |
| Admin fee / account holder | $953 | $2,707-64.8% | $8,252-88.4% | $1,587-39.9% |