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 | $42,572 | $69,477-38.7% | $94,646-55.0% | $71,457-40.4% |
| Participation rate | 96.5% | 78.4%+18.0pp | 80.8%+15.6pp | 67.9%+28.5pp |
| Annual return | 119.14% | 29.66%+89.5pp | 156.71%-37.6pp | 28.85%+90.3pp |
| Employer contribution / active EE | $2,351 | $2,853-17.6% | $3,672-36.0% | $2,588-9.1% |
| Participant deferral / active EE | $8,842 | $7,345+20.4% | $7,418+19.2% | $4,289+106.2% |
| Admin fee / account holder | $2,671 | $1,210+120.8% | $7,231-63.1% | $1,587+68.2% |