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 9-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 | $33,928 | $80,717-58.0% | $154,803-78.1% | $84,808-60.0% |
| Participation rate | 85.1% | 66.8%+18.3pp | 78.1%+7.0pp | 68.3%+16.8pp |
| Annual return | 19.67% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,624 | $2,761-5.0% | $4,305-39.0% | $2,631-0.3% |
| Participant deferral / active EE | $5,812 | $3,303+76.0% | $5,540+4.9% | $4,212+38.0% |
| Admin fee / account holder | $2,167 | $6,746-67.9% | $14,329-84.9% | $7,344-70.5% |