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 5-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 | $34,596 | $71,516-51.6% | $98,439-64.9% | $71,457-51.6% |
| Participation rate | 86.1% | 72.7%+13.4pp | 75.2%+11.0pp | 67.9%+18.2pp |
| Annual return | 25.35% | 32.41%-7.1pp | 21.16%+4.2pp | 28.85%-3.5pp |
| Employer contribution / active EE | $4,558 | $2,399+90.0% | $3,048+49.5% | $2,588+76.1% |
| Participant deferral / active EE | $6,702 | $4,109+63.1% | $4,738+41.5% | $4,289+56.3% |
| Admin fee / account holder | $3,620 | $1,675+116.2% | $8,948-59.5% | $1,587+128.1% |