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 | $44,949 | $91,407-50.8% | $135,903-66.9% | $71,457-37.1% |
| Participation rate | 73.3% | 75.7%-2.3pp | 81.9%-8.6pp | 67.9%+5.4pp |
| Annual return | 28.07% | 29.90%-1.8pp | 68.23%-40.2pp | 28.85%-0.8pp |
| Employer contribution / active EE | $1,775 | $3,703-52.1% | $4,856-63.4% | $2,588-31.4% |
| Participant deferral / active EE | $3,972 | $7,092-44.0% | $7,758-48.8% | $4,289-7.4% |
| Admin fee / account holder | $322 | $1,266-74.5% | $10,762-97.0% | $1,587-79.7% |