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 | $59,662 | $93,170-36.0% | $100,534-40.7% | $84,808-29.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 80.6%+11.7pp | 68.3%+24.0pp |
| Annual return | 40.76% | 47.13%-6.4pp | 32.66%+8.1pp | 40.90%-0.1pp |
| Employer contribution / active EE | $4,637 | $3,985+16.4% | $4,346+6.7% | $2,631+76.2% |
| Participant deferral / active EE | $10,275 | $5,699+80.3% | $6,144+67.2% | $4,212+144.0% |
| Admin fee / account holder | $2,222 | $7,382-69.9% | $7,654-71.0% | $7,344-69.7% |