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 | $72,452 | $101,317-28.5% | $146,958-50.7% | $74,495-2.7% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 13.57% | 8730.91%-8717.3pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,777 | $3,810-27.1% | $4,933-43.7% | $2,623+5.9% |
| Participant deferral / active EE | $7,410 | $7,303+1.5% | $8,070-8.2% | $4,346+70.5% |
| Admin fee / account holder | $1,505 | $1,739-13.5% | $12,998-88.4% | $1,942-22.5% |