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 | $29,059 | $73,102-60.2% | $123,544-76.5% | $56,287-48.4% |
| Participation rate | 74.6% | 74.3%+0.3pp | 82.3%-7.7pp | 69.9%+4.7pp |
| Annual return | 4.84% | 3.01%+1.8pp | 119.20%-114.4pp | -9.96%+14.8pp |
| Employer contribution / active EE | $2,708 | $2,977-9.0% | $4,628-41.5% | $2,111+28.3% |
| Participant deferral / active EE | $7,378 | $5,423+36.1% | $6,426+14.8% | $3,350+120.3% |
| Admin fee / account holder | $606 | $554+9.5% | $9,284-93.5% | $521+16.4% |