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 | $41,650 | $101,317-58.9% | $146,958-71.7% | $74,495-44.1% |
| Participation rate | 89.5% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 17.45% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $5,083 | $3,810+33.4% | $4,933+3.0% | $2,623+93.8% |
| Participant deferral / active EE | $6,443 | $7,303-11.8% | $8,070-20.2% | $4,346+48.3% |
| Admin fee / account holder | $1,072 | $1,739-38.4% | $12,998-91.8% | $1,942-44.8% |