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 | $45,079 | $85,766-47.4% | $136,294-66.9% | $70,131-35.7% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 29.88% | 31.45%-1.6pp | 5155.94%-5126.1pp | 73.14%-43.3pp |
| Employer contribution / active EE | $7,219 | $2,966+143.4% | $4,695+53.8% | $2,342+208.2% |
| Participant deferral / active EE | $8,698 | $5,051+72.2% | $6,247+39.2% | $3,332+161.1% |
| Admin fee / account holder | $2,069 | $5,420-61.8% | $9,243-77.6% | $4,645-55.5% |