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 | $45,075 | $43,723+3.1% | $121,196-62.8% | $64,186-29.8% |
| Participation rate | 82.3% | 58.3%+24.0pp | 71.7%+10.5pp | 69.6%+12.7pp |
| Annual return | 12.02% | 68.91%-56.9pp | 16.93%-4.9pp | 7.63%+4.4pp |
| Employer contribution / active EE | $2,341 | $1,296+80.6% | $4,022-41.8% | $2,381-1.7% |
| Participant deferral / active EE | $4,601 | $2,280+101.8% | $3,344+37.6% | $3,470+32.6% |
| Admin fee / account holder | $3,440 | $3,501-1.7% | $5,019-31.5% | $4,888-29.6% |