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 3-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 | $32,158 | $77,523-58.5% | $100,383-68.0% | $80,874-60.2% |
| Participation rate | 85.7% | 77.0%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 35.11% | 37.21%-2.1pp | 49.26%-14.2pp | 35.62%-0.5pp |
| Employer contribution / active EE | $5,890 | $2,801+110.2% | $3,944+49.4% | $2,756+113.7% |
| Participant deferral / active EE | $10,084 | $6,822+47.8% | $8,086+24.7% | $4,297+134.7% |
| Admin fee / account holder | $3,666 | $5,899-37.9% | $7,900-53.6% | $6,935-47.1% |