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 | $42,702 | $80,968-47.3% | $96,544-55.8% | $75,163-43.2% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 13.42% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,269 | $2,282+43.3% | $2,965+10.3% | $2,670+22.5% |
| Participant deferral / active EE | $3,773 | $3,928-3.9% | $4,851-22.2% | $4,125-8.5% |
| Admin fee / account holder | $2,140 | $6,724-68.2% | $8,252-74.1% | $5,651-62.1% |