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 | $64,950 | $98,750-34.2% | $149,696-56.6% | $79,858-18.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 13.89% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,712 | $3,216-15.7% | $4,644-41.6% | $2,471+9.8% |
| Participant deferral / active EE | $9,618 | $5,680+69.3% | $6,842+40.6% | $3,740+157.2% |
| Admin fee / account holder | $4,502 | $6,053-25.6% | $9,309-51.6% | $5,306-15.1% |