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 9-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 | $50,504 | $76,050-33.6% | $96,544-47.7% | $71,457-29.3% |
| Participation rate | 92.5% | 74.4%+18.1pp | 76.0%+16.5pp | 67.9%+24.6pp |
| Annual return | 33.58% | 22.81%+10.8pp | 25.84%+7.7pp | 28.85%+4.7pp |
| Employer contribution / active EE | $3,699 | $2,244+64.8% | $2,965+24.8% | $2,588+43.0% |
| Participant deferral / active EE | $6,657 | $4,215+57.9% | $4,851+37.2% | $4,289+55.2% |
| Admin fee / account holder | $2,665 | $2,707-1.5% | $8,252-67.7% | $1,587+67.9% |