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 | $54,286 | $105,181-48.4% | $159,436-66.0% | $85,850-36.8% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.8%+11.2pp | 69.3%+24.7pp |
| Annual return | 52.06% | 45.07%+7.0pp | 263.57%-211.5pp | 318.53%-266.5pp |
| Employer contribution / active EE | $3,893 | $3,318+17.3% | $4,829-19.4% | $2,565+51.8% |
| Participant deferral / active EE | $5,611 | $5,945-5.6% | $7,352-23.7% | $3,952+42.0% |
| Admin fee / account holder | $1,417 | $6,933-79.6% | $10,799-86.9% | $6,260-77.4% |