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 5-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 | $57,600 | $91,407-37.0% | $135,903-57.6% | $71,457-19.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 42.88% | 29.90%+13.0pp | 68.23%-25.3pp | 28.85%+14.0pp |
| Employer contribution / active EE | $9,766 | $3,703+163.7% | $4,856+101.1% | $2,588+277.4% |
| Participant deferral / active EE | $7,597 | $7,092+7.1% | $7,758-2.1% | $4,289+77.1% |
| Admin fee / account holder | $606 | $1,266-52.1% | $10,762-94.4% | $1,587-61.8% |