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 6-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 | $78,591 | $101,724-22.7% | $164,813-52.3% | $80,856-2.8% |
| Participation rate | 85.4% | 71.8%+13.6pp | 78.6%+6.8pp | 67.6%+17.8pp |
| Annual return | 14.87% | 16.72%-1.8pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,092 | $2,953-29.2% | $4,341-51.8% | $2,755-24.1% |
| Participant deferral / active EE | $4,387 | $4,477-2.0% | $6,031-27.3% | $4,296+2.1% |
| Admin fee / account holder | $3,420 | $8,227-58.4% | $12,690-73.0% | $6,918-50.6% |