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 10-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 | $79,716 | $100,923-21.0% | $150,045-46.9% | $74,304+7.3% |
| Participation rate | 71.5% | 70.1%+1.5pp | 82.3%-10.8pp | 60.3%+11.2pp |
| Annual return | 18.11% | 51.77%-33.7pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,720 | $3,463-21.5% | $4,693-42.0% | $2,241+21.4% |
| Participant deferral / active EE | $7,809 | $6,709+16.4% | $7,997-2.3% | $3,767+107.3% |
| Admin fee / account holder | $3,814 | $2,767+37.8% | $13,435-71.6% | $2,969+28.5% |