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 | $67,538 | $80,968-16.6% | $96,544-30.0% | $75,163-10.1% |
| Participation rate | 94.4% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.3pp |
| Annual return | 28.68% | 27.06%+1.6pp | 25.84%+2.8pp | 160.62%-131.9pp |
| Employer contribution / active EE | $3,207 | $2,282+40.5% | $2,965+8.2% | $2,670+20.1% |
| Participant deferral / active EE | $6,007 | $3,928+52.9% | $4,851+23.8% | $4,125+45.6% |
| Admin fee / account holder | $2,532 | $6,724-62.3% | $8,252-69.3% | $5,651-55.2% |