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 | $52,881 | $71,516-26.1% | $98,439-46.3% | $71,457-26.0% |
| Participation rate | 85.8% | 72.7%+13.1pp | 75.2%+10.7pp | 67.9%+17.9pp |
| Annual return | 39.14% | 32.41%+6.7pp | 21.16%+18.0pp | 28.85%+10.3pp |
| Employer contribution / active EE | $5,067 | $2,399+111.2% | $3,048+66.3% | $2,588+95.8% |
| Participant deferral / active EE | $11,489 | $4,109+179.6% | $4,738+142.5% | $4,289+167.9% |
| Admin fee / account holder | $2,743 | $1,675+63.8% | $8,948-69.3% | $1,587+72.8% |