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 | $34,826 | $69,477-49.9% | $94,646-63.2% | $71,457-51.3% |
| Participation rate | 71.2% | 78.4%-7.2pp | 80.8%-9.6pp | 67.9%+3.3pp |
| Annual return | 26.92% | 29.66%-2.7pp | 156.71%-129.8pp | 28.85%-1.9pp |
| Employer contribution / active EE | $1,767 | $2,853-38.1% | $3,672-51.9% | $2,588-31.7% |
| Participant deferral / active EE | $6,532 | $7,345-11.1% | $7,418-11.9% | $4,289+52.3% |
| Admin fee / account holder | $1,874 | $1,210+54.9% | $7,231-74.1% | $1,587+18.1% |