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 | $53,696 | $68,346-21.4% | $94,646-43.3% | $75,163-28.6% |
| Participation rate | 91.8% | 76.1%+15.6pp | 80.8%+10.9pp | 67.2%+24.6pp |
| Annual return | 19.28% | 616.93%-597.6pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,961 | $2,701+9.6% | $3,672-19.4% | $2,670+10.9% |
| Participant deferral / active EE | $5,940 | $6,537-9.1% | $7,418-19.9% | $4,125+44.0% |
| Admin fee / account holder | $2,720 | $5,326-48.9% | $7,231-62.4% | $5,651-51.9% |