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 9-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 | $51,892 | $91,552-43.3% | $133,956-61.3% | $79,858-35.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.72% | 61.85%-51.1pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,637 | $2,384+10.6% | $3,919-32.7% | $2,471+6.7% |
| Participant deferral / active EE | $4,498 | $3,733+20.5% | $5,048-10.9% | $3,740+20.3% |
| Admin fee / account holder | $1,469 | $6,321-76.8% | $8,927-83.5% | $5,306-72.3% |