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 | $30,687 | $80,968-62.1% | $96,544-68.2% | $75,163-59.2% |
| Participation rate | 89.3% | 71.8%+17.6pp | 76.0%+13.4pp | 67.2%+22.1pp |
| Annual return | 18.34% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,747 | $2,282+20.4% | $2,965-7.3% | $2,670+2.9% |
| Participant deferral / active EE | $4,720 | $3,928+20.2% | $4,851-2.7% | $4,125+14.4% |
| Admin fee / account holder | $1,280 | $6,724-81.0% | $8,252-84.5% | $5,651-77.3% |