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 7-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 | $45,426 | $138,347-67.2% | $184,203-75.3% | $80,856-43.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 28.14% | 20.02%+8.1pp | 28.81%-0.7pp | 35.59%-7.5pp |
| Employer contribution / active EE | $4,828 | $4,850-0.5% | $6,427-24.9% | $2,755+75.3% |
| Participant deferral / active EE | $8,908 | $7,071+26.0% | $9,131-2.4% | $4,296+107.4% |
| Admin fee / account holder | $2,146 | $10,483-79.5% | $13,901-84.6% | $6,918-69.0% |