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 5-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 | $46,038 | $80,673-42.9% | $101,326-54.6% | $84,808-45.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 26.06% | 38.95%-12.9pp | 36.82%-10.8pp | 40.90%-14.8pp |
| Employer contribution / active EE | $6,819 | $2,698+152.7% | $3,665+86.0% | $2,631+159.2% |
| Participant deferral / active EE | $9,485 | $6,840+38.7% | $7,994+18.6% | $4,212+125.2% |
| Admin fee / account holder | $1,550 | $12,784-87.9% | $11,185-86.1% | $7,344-78.9% |