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 | $58,022 | $49,138+18.1% | $84,015-30.9% | $65,185-11.0% |
| Participation rate | 78.2% | 60.7%+17.4pp | 69.0%+9.1pp | 70.2%+8.0pp |
| Annual return | 87.20% | 23.00%+64.2pp | 71.31%+15.9pp | 29.38%+57.8pp |
| Employer contribution / active EE | $2,159 | $914+136.2% | $1,983+8.8% | $2,177-0.8% |
| Participant deferral / active EE | $4,578 | $2,397+91.0% | $3,239+41.4% | $3,514+30.3% |
| Admin fee / account holder | $3,287 | $543+505.0% | $6,101-46.1% | $847+288.1% |