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 | $42,645 | $80,753-47.2% | $136,294-68.7% | $62,292-31.5% |
| Participation rate | 89.6% | 73.5%+16.1pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 25.06% | 35.83%-10.8pp | 5155.94%-5130.9pp | 28.90%-3.8pp |
| Employer contribution / active EE | $3,485 | $2,884+20.8% | $4,695-25.8% | $2,042+70.6% |
| Participant deferral / active EE | $6,655 | $5,164+28.9% | $6,247+6.5% | $3,169+110.0% |
| Admin fee / account holder | $1,428 | $525+171.7% | $9,243-84.6% | $479+197.8% |