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 | $61,962 | $81,460-23.9% | $103,333-40.0% | $80,856-23.4% |
| Participation rate | 74.2% | 66.8%+7.4pp | 74.5%-0.3pp | 67.6%+6.6pp |
| Annual return | 16.68% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,433 | $3,105+42.8% | $3,868+14.6% | $2,755+60.9% |
| Participant deferral / active EE | $8,094 | $3,869+109.2% | $5,057+60.0% | $4,296+88.4% |
| Admin fee / account holder | $1,957 | $6,566-70.2% | $8,355-76.6% | $6,918-71.7% |