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 | $37,560 | $59,159-36.5% | $159,960-76.5% | $66,914-43.9% |
| Participation rate | 81.1% | 68.1%+13.0pp | 78.0%+3.2pp | 69.8%+11.3pp |
| Annual return | 28.34% | -12.26%+40.6pp | 408.60%-380.3pp | 1.58%+26.8pp |
| Employer contribution / active EE | $2,589 | $1,983+30.6% | $4,226-38.7% | $2,544+1.8% |
| Participant deferral / active EE | $6,645 | $4,395+51.2% | $6,182+7.5% | $4,237+56.8% |
| Admin fee / account holder | $791 | $591+33.8% | $8,698-90.9% | $593+33.3% |