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 8-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 | $107,181 | $132,049-18.8% | $200,582-46.6% | $74,304+44.2% |
| Participation rate | 75.2% | 84.1%-8.8pp | 86.9%-11.6pp | 60.3%+14.9pp |
| Annual return | 62.22% | 22.22%+40.0pp | 42.33%+19.9pp | 29.43%+32.8pp |
| Employer contribution / active EE | $5,747 | $4,558+26.1% | $6,419-10.5% | $2,241+156.4% |
| Participant deferral / active EE | $12,969 | $7,213+79.8% | $9,331+39.0% | $3,767+244.3% |
| Admin fee / account holder | $3,496 | $2,405+45.4% | $16,305-78.6% | $2,969+17.8% |