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 9-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 | $59,686 | $102,317-41.7% | $146,958-59.4% | $80,856-26.2% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 15.12% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,670 | $3,713+25.8% | $4,933-5.3% | $2,755+69.5% |
| Participant deferral / active EE | $11,136 | $6,644+67.6% | $8,070+38.0% | $4,296+159.2% |
| Admin fee / account holder | $9,895 | $7,941+24.6% | $12,998-23.9% | $6,918+43.0% |