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 | $66,928 | $89,698-25.4% | $103,476-35.3% | $80,856-17.2% |
| Participation rate | 94.7% | 76.0%+18.7pp | 80.5%+14.2pp | 67.6%+27.0pp |
| Annual return | 13.44% | 22.78%-9.3pp | 23.90%-10.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,785 | $4,018-5.8% | $4,672-19.0% | $2,755+37.4% |
| Participant deferral / active EE | $6,507 | $5,456+19.3% | $6,623-1.7% | $4,296+51.5% |
| Admin fee / account holder | $1,937 | $6,768-71.4% | $9,413-79.4% | $6,918-72.0% |