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 | $70,562 | $132,049-46.6% | $200,582-64.8% | $74,304-5.0% |
| Participation rate | 77.7% | 84.1%-6.4pp | 86.9%-9.2pp | 60.3%+17.3pp |
| Annual return | 25.82% | 22.22%+3.6pp | 42.33%-16.5pp | 29.43%-3.6pp |
| Employer contribution / active EE | $3,371 | $4,558-26.0% | $6,419-47.5% | $2,241+50.4% |
| Participant deferral / active EE | $5,998 | $7,213-16.8% | $9,331-35.7% | $3,767+59.2% |
| Admin fee / account holder | $9,647 | $2,405+301.2% | $16,305-40.8% | $2,969+225.0% |