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 | $62,790 | $57,354+9.5% | $83,848-25.1% | $64,186-2.2% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | 11.36% | 11.38%0pp | 850.88%-839.5pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,643 | $2,545+3.8% | $3,631-27.2% | $2,381+11.0% |
| Participant deferral / active EE | $5,338 | $2,993+78.3% | $4,082+30.8% | $3,470+53.8% |
| Admin fee / account holder | $6,707 | $4,046+65.8% | $5,478+22.4% | $4,888+37.2% |