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 8-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 | $38,864 | $61,156-36.5% | $185,823-79.1% | $79,386-51.0% |
| Participation rate | 87.0% | 66.6%+20.4pp | 81.7%+5.3pp | 70.7%+16.3pp |
| Annual return | 24.24% | 19.45%+4.8pp | 122.05%-97.8pp | 116.85%-92.6pp |
| Employer contribution / active EE | $2,531 | $2,321+9.1% | $5,167-51.0% | $2,427+4.3% |
| Participant deferral / active EE | $3,845 | $2,789+37.9% | $5,568-30.9% | $4,046-5.0% |
| Admin fee / account holder | $1,439 | $710+102.8% | $16,237-91.1% | $626+129.7% |