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 3-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 | $45,210 | $100,923-55.2% | $150,045-69.9% | $74,304-39.2% |
| Participation rate | 76.8% | 70.1%+6.7pp | 82.3%-5.5pp | 60.3%+16.4pp |
| Annual return | 31.74% | 51.77%-20.0pp | 62.55%-30.8pp | 29.43%+2.3pp |
| Employer contribution / active EE | $2,687 | $3,463-22.4% | $4,693-42.7% | $2,241+19.9% |
| Participant deferral / active EE | $5,810 | $6,709-13.4% | $7,997-27.4% | $3,767+54.2% |
| Admin fee / account holder | $11,030 | $2,767+298.7% | $13,435-17.9% | $2,969+271.5% |