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 | $40,108 | $100,923-60.3% | $150,045-73.3% | $74,304-46.0% |
| Participation rate | 80.3% | 70.1%+10.3pp | 82.3%-2.0pp | 60.3%+20.0pp |
| Annual return | 36.73% | 51.77%-15.0pp | 62.55%-25.8pp | 29.43%+7.3pp |
| Employer contribution / active EE | $4,415 | $3,463+27.5% | $4,693-5.9% | $2,241+97.0% |
| Participant deferral / active EE | $8,639 | $6,709+28.8% | $7,997+8.0% | $3,767+129.3% |
| Admin fee / account holder | $2,829 | $2,767+2.2% | $13,435-78.9% | $2,969-4.7% |