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 5-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 | $67,014 | $51,175+31.0% | $70,515-5.0% | $75,163-10.8% |
| Participation rate | 94.8% | 60.9%+33.9pp | 68.3%+26.4pp | 67.2%+27.6pp |
| Annual return | 17.63% | 30.02%-12.4pp | 32.77%-15.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,039 | $1,826+11.6% | $2,973-31.4% | $2,670-23.6% |
| Participant deferral / active EE | $5,224 | $2,849+83.3% | $4,567+14.4% | $4,125+26.6% |
| Admin fee / account holder | $1,191 | $4,091-70.9% | $6,412-81.4% | $5,651-78.9% |