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 | $64,181 | $65,557-2.1% | $64,056+0.2% | $71,457-10.2% |
| Participation rate | 76.0% | 73.2%+2.8pp | 72.3%+3.7pp | 67.9%+8.1pp |
| Annual return | 14.46% | 18.94%-4.5pp | 33.69%-19.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,477 | $2,669+30.3% | $2,747+26.6% | $2,588+34.4% |
| Participant deferral / active EE | $5,111 | $3,626+41.0% | $3,880+31.7% | $4,289+19.2% |
| Admin fee / account holder | $4,954 | $616+704.3% | $3,068+61.5% | $1,587+212.1% |