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 | $41,969 | $60,022-30.1% | $88,946-52.8% | $84,808-50.5% |
| Participation rate | 95.2% | 57.8%+37.4pp | 68.8%+26.4pp | 68.3%+26.9pp |
| Annual return | 27.58% | 22.43%+5.2pp | 57.82%-30.2pp | 40.90%-13.3pp |
| Employer contribution / active EE | $6,565 | $1,703+285.5% | $2,555+156.9% | $2,631+149.5% |
| Participant deferral / active EE | $11,937 | $3,114+283.4% | $4,581+160.6% | $4,212+183.4% |
| Admin fee / account holder | $5,012 | $4,811+4.2% | $8,261-39.3% | $7,344-31.7% |