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 | $58,239 | $91,407-36.3% | $135,903-57.1% | $71,457-18.5% |
| Participation rate | 81.9% | 75.7%+6.2pp | 81.9%0pp | 67.9%+14.0pp |
| Annual return | 45.16% | 29.90%+15.3pp | 68.23%-23.1pp | 28.85%+16.3pp |
| Employer contribution / active EE | $7,958 | $3,703+114.9% | $4,856+63.9% | $2,588+207.6% |
| Participant deferral / active EE | $10,523 | $7,092+48.4% | $7,758+35.6% | $4,289+145.4% |
| Admin fee / account holder | $898 | $1,266-29.1% | $10,762-91.7% | $1,587-43.4% |