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 | $100,923-67.8% | $150,045-78.3% | $74,304-56.2% |
| Participation rate | 76.0% | 70.1%+5.9pp | 82.3%-6.3pp | 60.3%+15.6pp |
| Annual return | 32.95% | 51.77%-18.8pp | 62.55%-29.6pp | 29.43%+3.5pp |
| Employer contribution / active EE | $2,389 | $3,463-31.0% | $4,693-49.1% | $2,241+6.6% |
| Participant deferral / active EE | $4,819 | $6,709-28.2% | $7,997-39.7% | $3,767+27.9% |
| Admin fee / account holder | $7,572 | $2,767+173.6% | $13,435-43.6% | $2,969+155.0% |