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 | $56,984 | $57,541-1.0% | $95,745-40.5% | $75,163-24.2% |
| Participation rate | 83.8% | 62.5%+21.3pp | 72.3%+11.6pp | 67.2%+16.6pp |
| Annual return | 13.56% | 34.93%-21.4pp | 28.35%-14.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,972 | $1,808+9.1% | $2,835-30.4% | $2,670-26.2% |
| Participant deferral / active EE | $3,405 | $3,074+10.8% | $4,245-19.8% | $4,125-17.4% |
| Admin fee / account holder | $2,110 | $4,099-48.5% | $5,678-62.8% | $5,651-62.7% |