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 | $75,310 | $45,035+67.2% | $62,995+19.5% | $70,131+7.4% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 19.49% | 18.76%+0.7pp | 87.57%-68.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $3,370 | $2,051+64.3% | $2,759+22.1% | $2,342+43.8% |
| Participant deferral / active EE | $7,346 | $2,465+198.1% | $3,329+120.7% | $3,332+120.5% |
| Admin fee / account holder | $2,791 | $2,834-1.5% | $3,600-22.5% | $4,645-39.9% |