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 | $71,414 | $60,165+18.7% | $74,183-3.7% | $55,167+29.5% |
| Participation rate | 88.3% | 74.2%+14.2pp | 76.6%+11.7pp | 69.0%+19.4pp |
| Annual return | 7.30% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,018 | $1,600-36.4% | $2,370-57.1% | $1,963-48.2% |
| Participant deferral / active EE | $5,537 | $2,973+86.3% | $3,550+56.0% | $3,054+81.3% |
| Admin fee / account holder | $1,518 | $419+261.9% | $5,586-72.8% | $504+201.2% |