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 | $67,003 | $67,606-0.9% | $82,313-18.6% | $70,131-4.5% |
| Participation rate | 90.1% | 72.8%+17.3pp | 76.9%+13.2pp | 69.5%+20.6pp |
| Annual return | 17.71% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,521 | $1,755-13.3% | $2,428-37.4% | $2,342-35.1% |
| Participant deferral / active EE | $5,081 | $2,987+70.1% | $3,706+37.1% | $3,332+52.5% |
| Admin fee / account holder | $6,287 | $4,512+39.3% | $5,608+12.1% | $4,645+35.3% |