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 5-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 | $30,822 | $100,923-69.5% | $150,045-79.5% | $74,304-58.5% |
| Participation rate | 89.0% | 70.1%+18.9pp | 82.3%+6.7pp | 60.3%+28.6pp |
| Annual return | 22.65% | 51.77%-29.1pp | 62.55%-39.9pp | 29.43%-6.8pp |
| Employer contribution / active EE | $2,081 | $3,463-39.9% | $4,693-55.6% | $2,241-7.1% |
| Participant deferral / active EE | $6,220 | $6,709-7.3% | $7,997-22.2% | $3,767+65.1% |
| Admin fee / account holder | $3,334 | $2,767+20.5% | $13,435-75.2% | $2,969+12.3% |