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 | $38,975 | $60,892-36.0% | $82,389-52.7% | $84,808-54.0% |
| Participation rate | 96.4% | 63.3%+33.2pp | 69.5%+26.9pp | 68.3%+28.1pp |
| Annual return | 36.94% | 37.29%-0.4pp | 28.67%+8.3pp | 40.90%-4.0pp |
| Employer contribution / active EE | $5,993 | $1,779+236.8% | $2,517+138.1% | $2,631+127.8% |
| Participant deferral / active EE | $11,666 | $3,179+267.0% | $4,155+180.8% | $4,212+177.0% |
| Admin fee / account holder | $2,837 | $5,467-48.1% | $7,231-60.8% | $7,344-61.4% |