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 | $30,952 | $76,552-59.6% | $123,892-75.0% | $62,891-50.8% |
| Participation rate | 89.1% | 73.0%+16.1pp | 81.4%+7.7pp | 69.3%+19.8pp |
| Annual return | 13.27% | 18.68%-5.4pp | 47.52%-34.2pp | 20.14%-6.9pp |
| Employer contribution / active EE | $2,945 | $2,883+2.2% | $4,617-36.2% | $2,281+29.1% |
| Participant deferral / active EE | $9,056 | $4,840+87.1% | $5,984+51.3% | $3,203+182.7% |
| Admin fee / account holder | $3,857 | $4,826-20.1% | $8,357-53.8% | $4,296-10.2% |