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 10-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 | $35,285 | $78,422-55.0% | $95,952-63.2% | $79,858-55.8% |
| Participation rate | 84.9% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.3pp |
| Annual return | 11.98% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $768 | $1,945-60.5% | $2,541-69.8% | $2,471-68.9% |
| Participant deferral / active EE | $3,138 | $3,440-8.8% | $4,167-24.7% | $3,740-16.1% |
| Admin fee / account holder | $4,869 | $5,622-13.4% | $6,795-28.4% | $5,306-8.2% |