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 10-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 | $54,785 | $78,419-30.1% | $133,956-59.1% | $73,409-25.4% |
| Participation rate | 89.4% | 78.6%+10.8pp | 79.8%+9.5pp | 72.2%+17.2pp |
| Annual return | 17.93% | 33.35%-15.4pp | 45.09%-27.2pp | 59.29%-41.4pp |
| Employer contribution / active EE | $2,972 | $2,044+45.5% | $3,919-24.1% | $2,234+33.1% |
| Participant deferral / active EE | $4,959 | $3,925+26.3% | $5,048-1.8% | $3,805+30.3% |
| Admin fee / account holder | $7,883 | $161+4786.1% | $8,927-11.7% | $158+4892.7% |