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 6-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 | $31,311 | $100,923-69.0% | $150,045-79.1% | $74,304-57.9% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.3%+9.7pp | 60.3%+31.7pp |
| Annual return | 36.46% | 51.77%-15.3pp | 62.55%-26.1pp | 29.43%+7.0pp |
| Employer contribution / active EE | $3,597 | $3,463+3.9% | $4,693-23.4% | $2,241+60.5% |
| Participant deferral / active EE | $6,629 | $6,709-1.2% | $7,997-17.1% | $3,767+76.0% |
| Admin fee / account holder | $3,849 | $2,767+39.1% | $13,435-71.4% | $2,969+29.6% |