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 4-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 | $64,116 | $100,923-36.5% | $150,045-57.3% | $74,304-13.7% |
| Participation rate | 91.0% | 70.1%+20.9pp | 82.3%+8.7pp | 60.3%+30.6pp |
| Annual return | 27.09% | 51.77%-24.7pp | 62.55%-35.5pp | 29.43%-2.3pp |
| Employer contribution / active EE | $6,895 | $3,463+99.1% | $4,693+46.9% | $2,241+207.6% |
| Participant deferral / active EE | $9,843 | $6,709+46.7% | $7,997+23.1% | $3,767+161.3% |
| Admin fee / account holder | $4,114 | $2,767+48.7% | $13,435-69.4% | $2,969+38.6% |