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 | $59,149 | $89,355-33.8% | $141,162-58.1% | $72,985-19.0% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 19.17% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,023 | $3,114-2.9% | $4,735-36.2% | $2,440+23.9% |
| Participant deferral / active EE | $5,044 | $5,418-6.9% | $6,709-24.8% | $3,607+39.8% |
| Admin fee / account holder | $1,156 | $5,958-80.6% | $10,261-88.7% | $5,124-77.4% |