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 3-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 | $62,160 | $100,923-38.4% | $150,045-58.6% | $74,304-16.3% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.3%+12.5pp | 60.3%+34.5pp |
| Annual return | 35.57% | 51.77%-16.2pp | 62.55%-27.0pp | 29.43%+6.1pp |
| Employer contribution / active EE | $3,380 | $3,463-2.4% | $4,693-28.0% | $2,241+50.8% |
| Participant deferral / active EE | $7,593 | $6,709+13.2% | $7,997-5.1% | $3,767+101.5% |
| Admin fee / account holder | $3,229 | $2,767+16.7% | $13,435-76.0% | $2,969+8.8% |