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 | $110,951 | $102,382+8.4% | $147,005-24.5% | $80,874+37.2% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 12.21% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $5,568 | $3,715+49.9% | $4,934+12.9% | $2,756+102.1% |
| Participant deferral / active EE | $8,547 | $6,646+28.6% | $8,070+5.9% | $4,297+98.9% |
| Admin fee / account holder | $3,749 | $7,942-52.8% | $13,006-71.2% | $6,935-45.9% |