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 | $42,346 | $109,881-61.5% | $150,045-71.8% | $84,808-50.1% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.4pp | 68.3%+30.4pp |
| Annual return | 20.04% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,224 | $3,561-9.5% | $4,693-31.3% | $2,631+22.5% |
| Participant deferral / active EE | $4,817 | $6,636-27.4% | $7,997-39.8% | $4,212+14.4% |
| Admin fee / account holder | $3,696 | $8,568-56.9% | $13,435-72.5% | $7,344-49.7% |