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 | $45,312-42.8% | $86,233-70.0% | $67,986-61.9% |
| Participation rate | 82.4% | 42.4%+39.9pp | 69.0%+13.3pp | 57.2%+25.1pp |
| Annual return | 41.98% | 24.79%+17.2pp | 61.39%-19.4pp | 31.67%+10.3pp |
| Employer contribution / active EE | $2,336 | $1,160+101.5% | $2,504-6.7% | $2,019+15.7% |
| Participant deferral / active EE | $4,206 | $2,185+92.5% | $4,559-7.8% | $3,358+25.2% |
| Admin fee / account holder | $2,454 | $3,295-25.5% | $8,342-70.6% | $3,203-23.4% |