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 | $37,088 | $72,492-48.8% | $87,100-57.4% | $72,985-49.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 31.64% | 24.46%+7.2pp | 28.19%+3.5pp | 81.00%-49.4pp |
| Employer contribution / active EE | $2,278 | $1,894+20.3% | $2,521-9.7% | $2,440-6.6% |
| Participant deferral / active EE | $3,805 | $3,270+16.4% | $4,049-6.0% | $3,607+5.5% |
| Admin fee / account holder | $774 | $5,055-84.7% | $7,497-89.7% | $5,124-84.9% |