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 8-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 | $27,735 | $57,016-51.4% | $84,966-67.4% | $80,856-65.7% |
| Participation rate | 96.4% | 56.3%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 13.00% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,809 | $1,798+56.2% | $2,727+3.0% | $2,755+2.0% |
| Participant deferral / active EE | $5,471 | $3,110+75.9% | $4,519+21.1% | $4,296+27.4% |
| Admin fee / account holder | $869 | $4,980-82.6% | $6,149-85.9% | $6,918-87.4% |