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 6-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 | $25,306 | $46,553-45.6% | $64,056-60.5% | $75,163-66.3% |
| Participation rate | 81.3% | 65.9%+15.3pp | 72.3%+8.9pp | 67.2%+14.1pp |
| Annual return | 14.32% | 26.03%-11.7pp | 33.69%-19.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,390 | $1,974-29.6% | $2,747-49.4% | $2,670-48.0% |
| Participant deferral / active EE | $5,092 | $2,837+79.5% | $3,880+31.2% | $4,125+23.4% |
| Admin fee / account holder | $724 | $2,952-75.5% | $3,068-76.4% | $5,651-87.2% |