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 | $65,007 | $75,183-13.5% | $123,892-47.5% | $55,167+17.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 81.4%+7.5pp | 69.0%+19.9pp |
| Annual return | 13.59% | 19.01%-5.4pp | 47.52%-33.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $4,026 | $2,823+42.6% | $4,617-12.8% | $1,963+105.1% |
| Participant deferral / active EE | $6,993 | $5,084+37.5% | $5,984+16.9% | $3,054+129.0% |
| Admin fee / account holder | $5,458 | $663+723.8% | $8,357-34.7% | $504+983.2% |