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 3-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 | $44,998 | $91,407-50.8% | $135,903-66.9% | $71,457-37.0% |
| Participation rate | 74.8% | 75.7%-0.9pp | 81.9%-7.1pp | 67.9%+6.9pp |
| Annual return | 25.65% | 29.90%-4.2pp | 68.23%-42.6pp | 28.85%-3.2pp |
| Employer contribution / active EE | $4,433 | $3,703+19.7% | $4,856-8.7% | $2,588+71.3% |
| Participant deferral / active EE | $8,462 | $7,092+19.3% | $7,758+9.1% | $4,289+97.3% |
| Admin fee / account holder | $7,637 | $1,266+503.3% | $10,762-29.0% | $1,587+381.1% |