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 | $23,683 | $73,933-68.0% | $96,683-75.5% | $75,163-68.5% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 21.32% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,053 | $2,928-64.0% | $3,737-71.8% | $2,670-60.6% |
| Participant deferral / active EE | $2,681 | $3,659-26.7% | $4,878-45.0% | $4,125-35.0% |
| Admin fee / account holder | $1,247 | $5,216-76.1% | $6,730-81.5% | $5,651-77.9% |