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 | $44,180 | $76,552-42.3% | $123,892-64.3% | $62,891-29.8% |
| Participation rate | 98.8% | 73.0%+25.9pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 6.95% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,441 | $2,883+19.4% | $4,617-25.5% | $2,281+50.8% |
| Participant deferral / active EE | $8,415 | $4,840+73.9% | $5,984+40.6% | $3,203+162.7% |
| Admin fee / account holder | $884 | $4,826-81.7% | $8,357-89.4% | $4,296-79.4% |