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 7-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 | $51,547 | $100,923-48.9% | $150,045-65.6% | $74,304-30.6% |
| Participation rate | 73.5% | 70.1%+3.4pp | 82.3%-8.8pp | 60.3%+13.2pp |
| Annual return | 19.48% | 51.77%-32.3pp | 62.55%-43.1pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,253 | $3,463-34.9% | $4,693-52.0% | $2,241+0.5% |
| Participant deferral / active EE | $10,560 | $6,709+57.4% | $7,997+32.1% | $3,767+180.3% |
| Admin fee / account holder | $5,603 | $2,767+102.5% | $13,435-58.3% | $2,969+88.7% |