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 7-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 | $64,067 | $100,923-36.5% | $150,045-57.3% | $74,304-13.8% |
| Participation rate | 94.2% | 70.1%+24.1pp | 82.3%+11.8pp | 60.3%+33.8pp |
| Annual return | 32.92% | 51.77%-18.8pp | 62.55%-29.6pp | 29.43%+3.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14,585 | $6,709+117.4% | $7,997+82.4% | $3,767+287.2% |
| Admin fee / account holder | $2,368 | $2,767-14.4% | $13,435-82.4% | $2,969-20.2% |