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 6-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 | $71,343 | $91,407-22.0% | $135,903-47.5% | $71,457-0.2% |
| Participation rate | 77.5% | 75.7%+1.8pp | 81.9%-4.4pp | 67.9%+9.6pp |
| Annual return | 21.55% | 29.90%-8.3pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $2,761 | $3,703-25.5% | $4,856-43.1% | $2,588+6.7% |
| Participant deferral / active EE | $6,869 | $7,092-3.2% | $7,758-11.5% | $4,289+60.2% |
| Admin fee / account holder | $8,523 | $1,266+573.4% | $10,762-20.8% | $1,587+437.0% |