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 4-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 | $30,624 | $61,272-50.0% | $149,673-79.5% | $71,457-57.1% |
| Participation rate | 96.5% | 62.5%+34.0pp | 78.8%+17.8pp | 67.9%+28.6pp |
| Annual return | 36.06% | 35.85%+0.2pp | 134.42%-98.4pp | 28.85%+7.2pp |
| Employer contribution / active EE | $2,076 | $2,378-12.7% | $4,818-56.9% | $2,588-19.8% |
| Participant deferral / active EE | $6,749 | $2,917+131.3% | $5,680+18.8% | $4,289+57.4% |
| Admin fee / account holder | $1,975 | $1,261+56.6% | $13,210-85.0% | $1,587+24.4% |