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 3-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 | $76,518 | $54,558+40.3% | $76,002+0.7% | $74,546+2.6% |
| Participation rate | 76.7% | 60.3%+16.4pp | 69.1%+7.6pp | 67.2%+9.5pp |
| Annual return | 13.72% | 31.83%-18.1pp | 360.07%-346.3pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $4,690 | $1,778+163.8% | $2,688+74.4% | $2,624+78.7% |
| Participant deferral / active EE | $5,918 | $3,065+93.1% | $4,257+39.0% | $4,347+36.1% |
| Admin fee / account holder | $1,075 | $2,232-51.8% | $6,414-83.2% | $1,944-44.7% |