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 | $17,707 | $61,272-71.1% | $149,673-88.2% | $71,457-75.2% |
| Participation rate | 72.1% | 62.5%+9.6pp | 78.8%-6.7pp | 67.9%+4.2pp |
| Annual return | 13.79% | 35.85%-22.1pp | 134.42%-120.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,609 | $2,378+9.7% | $4,818-45.8% | $2,588+0.8% |
| Participant deferral / active EE | $1,526 | $2,917-47.7% | $5,680-73.1% | $4,289-64.4% |
| Admin fee / account holder | $497 | $1,261-60.6% | $13,210-96.2% | $1,587-68.7% |