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 10-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 | $66,314 | $76,407-13.2% | $150,298-55.9% | $82,448-19.6% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 16.84% | 39.99%-23.2pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $7,059 | $2,614+170.1% | $4,154+69.9% | $2,551+176.7% |
| Participant deferral / active EE | $5,171 | $3,214+60.9% | $5,453-5.2% | $4,139+24.9% |
| Admin fee / account holder | $2,657 | $6,352-58.2% | $14,116-81.2% | $7,234-63.3% |