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 7-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 | $36,257 | $48,750-25.6% | $88,946-59.2% | $74,304-51.2% |
| Participation rate | 75.0% | 44.5%+30.5pp | 68.8%+6.2pp | 60.3%+14.7pp |
| Annual return | 25.51% | 25.91%-0.4pp | 57.82%-32.3pp | 29.43%-3.9pp |
| Employer contribution / active EE | $1,926 | $1,255+53.5% | $2,555-24.6% | $2,241-14.1% |
| Participant deferral / active EE | $4,142 | $2,423+70.9% | $4,581-9.6% | $3,767+10.0% |
| Admin fee / account holder | $2,221 | $3,756-40.9% | $8,261-73.1% | $2,969-25.2% |