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 | $80,717-17.8% | $154,803-57.2% | $84,808-21.8% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 16.84% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,059 | $2,761+155.7% | $4,305+64.0% | $2,631+168.3% |
| Participant deferral / active EE | $5,171 | $3,303+56.6% | $5,540-6.7% | $4,212+22.8% |
| Admin fee / account holder | $2,657 | $6,746-60.6% | $14,329-81.5% | $7,344-63.8% |