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 9-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 | $75,024 | $109,881-31.7% | $150,045-50.0% | $84,808-11.5% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 26.60% | 28.25%-1.6pp | 62.55%-35.9pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,916 | $3,561+10.0% | $4,693-16.6% | $2,631+48.8% |
| Participant deferral / active EE | $13,036 | $6,636+96.5% | $7,997+63.0% | $4,212+209.5% |
| Admin fee / account holder | $10,175 | $8,568+18.8% | $13,435-24.3% | $7,344+38.6% |