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 | $33,663 | $89,652-62.5% | $141,162-76.2% | $65,185-48.4% |
| Participation rate | 82.8% | 74.7%+8.1pp | 82.5%+0.3pp | 70.2%+12.6pp |
| Annual return | 42.35% | 32.79%+9.6pp | 71.39%-29.0pp | 29.38%+13.0pp |
| Employer contribution / active EE | $3,794 | $3,065+23.8% | $4,735-19.9% | $2,177+74.3% |
| Participant deferral / active EE | $8,609 | $5,691+51.3% | $6,709+28.3% | $3,514+145.0% |
| Admin fee / account holder | $2,150 | $569+278.2% | $10,261-79.0% | $847+153.8% |