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 | $32,532 | $88,360-63.2% | $145,433-77.6% | $67,986-52.1% |
| Participation rate | 76.0% | 65.5%+10.5pp | 82.1%-6.1pp | 57.2%+18.8pp |
| Annual return | 32.95% | 63.15%-30.2pp | 66.58%-33.6pp | 31.67%+1.3pp |
| Employer contribution / active EE | $2,389 | $3,054-21.8% | $4,554-47.6% | $2,019+18.3% |
| Participant deferral / active EE | $4,819 | $5,932-18.8% | $7,897-39.0% | $3,358+43.5% |
| Admin fee / account holder | $7,572 | $3,313+128.5% | $13,129-42.3% | $3,203+136.4% |