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 | $51,461 | $76,670-32.9% | $96,683-46.8% | $71,457-28.0% |
| Participation rate | 80.8% | 66.6%+14.3pp | 74.3%+6.5pp | 67.9%+12.9pp |
| Annual return | 17.02% | 48.29%-31.3pp | 35.69%-18.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,767 | $3,031+57.2% | $3,737+27.6% | $2,588+84.2% |
| Participant deferral / active EE | $3,975 | $3,771+5.4% | $4,878-18.5% | $4,289-7.3% |
| Admin fee / account holder | $11,078 | $2,028+446.2% | $6,730+64.6% | $1,587+597.9% |