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 | $37,809 | $100,923-62.5% | $150,045-74.8% | $74,304-49.1% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.3%+9.3pp | 60.3%+31.3pp |
| Annual return | 55.17% | 51.77%+3.4pp | 62.55%-7.4pp | 29.43%+25.7pp |
| Employer contribution / active EE | $4,173 | $3,463+20.5% | $4,693-11.1% | $2,241+86.2% |
| Participant deferral / active EE | $8,347 | $6,709+24.4% | $7,997+4.4% | $3,767+121.6% |
| Admin fee / account holder | $1,902 | $2,767-31.3% | $13,435-85.8% | $2,969-35.9% |