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 8-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 | $84,785 | $128,603-34.1% | $197,124-57.0% | $67,986+24.7% |
| Participation rate | 96.3% | 81.7%+14.6pp | 86.7%+9.5pp | 57.2%+39.1pp |
| Annual return | 24.92% | 23.77%+1.2pp | 44.34%-19.4pp | 31.67%-6.7pp |
| Employer contribution / active EE | $6,333 | $4,379+44.6% | $6,227+1.7% | $2,019+213.7% |
| Participant deferral / active EE | $9,023 | $6,840+31.9% | $9,135-1.2% | $3,358+168.7% |
| Admin fee / account holder | $4,363 | $3,035+43.8% | $16,298-73.2% | $3,203+36.2% |