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 | $30,338 | $89,698-66.2% | $103,476-70.7% | $80,856-62.5% |
| Participation rate | 93.5% | 76.0%+17.5pp | 80.5%+13.0pp | 67.6%+25.8pp |
| Annual return | 13.49% | 22.78%-9.3pp | 23.90%-10.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,122 | $4,018+2.6% | $4,672-11.8% | $2,755+49.6% |
| Participant deferral / active EE | $6,314 | $5,456+15.7% | $6,623-4.7% | $4,296+47.0% |
| Admin fee / account holder | $2,651 | $6,768-60.8% | $9,413-71.8% | $6,918-61.7% |