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 5-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 | $39,165 | $78,926-50.4% | $136,749-71.4% | $84,808-53.8% |
| Participation rate | 88.6% | 62.2%+26.5pp | 72.1%+16.5pp | 68.3%+20.3pp |
| Annual return | 15.38% | 18.17%-2.8pp | 24.33%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,411 | $2,134-33.9% | $3,400-58.5% | $2,631-46.4% |
| Participant deferral / active EE | $4,739 | $3,168+49.6% | $4,692+1.0% | $4,212+12.5% |
| Admin fee / account holder | $2,068 | $6,369-67.5% | $11,386-81.8% | $7,344-71.8% |