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 | $38,391 | $91,407-58.0% | $135,903-71.8% | $71,457-46.3% |
| Participation rate | 79.7% | 75.7%+4.0pp | 81.9%-2.2pp | 67.9%+11.7pp |
| Annual return | 50.52% | 29.90%+20.6pp | 68.23%-17.7pp | 28.85%+21.7pp |
| Employer contribution / active EE | $2,603 | $3,703-29.7% | $4,856-46.4% | $2,588+0.6% |
| Participant deferral / active EE | $5,976 | $7,092-15.7% | $7,758-23.0% | $4,289+39.3% |
| Admin fee / account holder | $4,069 | $1,266+221.4% | $10,762-62.2% | $1,587+156.3% |