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 | $60,066 | $101,724-41.0% | $164,813-63.6% | $80,856-25.7% |
| Participation rate | 91.3% | 71.8%+19.5pp | 78.6%+12.7pp | 67.6%+23.7pp |
| Annual return | 15.52% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,858 | $2,953-3.2% | $4,341-34.2% | $2,755+3.8% |
| Participant deferral / active EE | $3,764 | $4,477-15.9% | $6,031-37.6% | $4,296-12.4% |
| Admin fee / account holder | $1,873 | $8,227-77.2% | $12,690-85.2% | $6,918-72.9% |