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 | $46,988 | $77,899-39.7% | $149,673-68.6% | $75,163-37.5% |
| Participation rate | 94.7% | 65.6%+29.1pp | 78.8%+15.9pp | 67.2%+27.5pp |
| Annual return | 17.32% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,136 | $3,137+31.8% | $4,818-14.2% | $2,670+54.9% |
| Participant deferral / active EE | $4,373 | $3,411+28.2% | $5,680-23.0% | $4,125+6.0% |
| Admin fee / account holder | $3,143 | $5,956-47.2% | $13,210-76.2% | $5,651-44.4% |