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 5-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 | $68,064 | $100,923-32.6% | $150,045-54.6% | $74,304-8.4% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.3%+0.2pp | 60.3%+22.1pp |
| Annual return | 22.95% | 51.77%-28.8pp | 62.55%-39.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $5,698 | $3,463+64.5% | $4,693+21.4% | $2,241+154.2% |
| Participant deferral / active EE | $9,902 | $6,709+47.6% | $7,997+23.8% | $3,767+162.8% |
| Admin fee / account holder | $3,929 | $2,767+42.0% | $13,435-70.8% | $2,969+32.3% |