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 6-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 | $25,911 | $48,750-46.8% | $88,946-70.9% | $74,304-65.1% |
| Participation rate | 82.4% | 44.5%+37.9pp | 68.8%+13.5pp | 60.3%+22.0pp |
| Annual return | 41.98% | 25.91%+16.1pp | 57.82%-15.8pp | 29.43%+12.5pp |
| Employer contribution / active EE | $2,336 | $1,255+86.1% | $2,555-8.6% | $2,241+4.2% |
| Participant deferral / active EE | $4,206 | $2,423+73.6% | $4,581-8.2% | $3,767+11.6% |
| Admin fee / account holder | $2,454 | $3,756-34.7% | $8,261-70.3% | $2,969-17.3% |