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 | $34,078 | $76,552-55.5% | $123,892-72.5% | $62,891-45.8% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 6.71% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,673 | $2,883+62.1% | $4,617+1.2% | $2,281+104.9% |
| Participant deferral / active EE | $4,849 | $4,840+0.2% | $5,984-19.0% | $3,203+51.4% |
| Admin fee / account holder | $588 | $4,826-87.8% | $8,357-93.0% | $4,296-86.3% |