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 | $67,363 | $84,556-20.3% | $116,228-42.0% | $74,304-9.3% |
| Participation rate | 86.7% | 66.0%+20.7pp | 74.6%+12.2pp | 60.3%+26.4pp |
| Annual return | 31.98% | 18.35%+13.6pp | 90.06%-58.1pp | 29.43%+2.5pp |
| Employer contribution / active EE | $2,910 | $2,168+34.2% | $2,994-2.8% | $2,241+29.8% |
| Participant deferral / active EE | $4,522 | $3,814+18.5% | $4,953-8.7% | $3,767+20.0% |
| Admin fee / account holder | $15,344 | $3,792+304.7% | $11,989+28.0% | $2,969+416.9% |