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 | $61,444 | $82,130-25.2% | $453,369-86.4% | $79,386-22.6% |
| Participation rate | 95.6% | 73.4%+22.2pp | 78.0%+17.6pp | 70.7%+24.9pp |
| Annual return | 52.94% | 345.31%-292.4pp | 64.40%-11.5pp | 116.85%-63.9pp |
| Employer contribution / active EE | $2,868 | $2,659+7.9% | $4,070-29.5% | $2,427+18.1% |
| Participant deferral / active EE | $4,247 | $4,314-1.6% | $6,209-31.6% | $4,046+5.0% |
| Admin fee / account holder | $476 | $531-10.3% | $11,209-95.8% | $626-24.0% |