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 | $69,454 | $61,660+12.6% | $80,019-13.2% | $64,186+8.2% |
| Participation rate | 94.6% | 71.7%+22.9pp | 75.8%+18.8pp | 69.6%+25.1pp |
| Annual return | 87.27% | -0.33%+87.6pp | 11.22%+76.1pp | 7.63%+79.6pp |
| Employer contribution / active EE | $4,667 | $1,810+157.8% | $2,468+89.1% | $2,381+96.0% |
| Participant deferral / active EE | $5,463 | $2,968+84.1% | $3,686+48.2% | $3,470+57.5% |
| Admin fee / account holder | $985 | $5,417-81.8% | $6,521-84.9% | $4,888-79.9% |