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 | $44,901 | $100,923-55.5% | $150,045-70.1% | $74,304-39.6% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.3%+14.3pp | 60.3%+36.2pp |
| Annual return | 28.88% | 51.77%-22.9pp | 62.55%-33.7pp | 29.43%-0.5pp |
| Employer contribution / active EE | $2,689 | $3,463-22.3% | $4,693-42.7% | $2,241+20.0% |
| Participant deferral / active EE | $6,526 | $6,709-2.7% | $7,997-18.4% | $3,767+73.2% |
| Admin fee / account holder | $7,694 | $2,767+178.1% | $13,435-42.7% | $2,969+159.1% |