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 | $69,179 | $100,041-30.8% | $149,718-53.8% | $70,131-1.4% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.1%-5.8pp | 69.5%+11.7pp |
| Annual return | 29.14% | 27.43%+1.7pp | 1501.63%-1472.5pp | 73.14%-44.0pp |
| Employer contribution / active EE | $2,876 | $3,662-21.5% | $5,445-47.2% | $2,342+22.8% |
| Participant deferral / active EE | $3,257 | $4,983-34.6% | $6,569-50.4% | $3,332-2.2% |
| Admin fee / account holder | $3,072 | $8,286-62.9% | $11,283-72.8% | $4,645-33.9% |