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 9-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 | $20,309 | $50,082-59.4% | $93,406-78.3% | $79,858-74.6% |
| Participation rate | 98.9% | 60.9%+38.0pp | 66.8%+32.1pp | 69.6%+29.3pp |
| Annual return | 15.45% | 24.59%-9.1pp | 78.05%-62.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,416 | $1,303+8.7% | $2,075-31.7% | $2,471-42.7% |
| Participant deferral / active EE | $3,104 | $2,212+40.3% | $3,126-0.7% | $3,740-17.0% |
| Admin fee / account holder | $1,360 | $3,454-60.6% | $5,230-74.0% | $5,306-74.4% |