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 | $101,499-59.0% | $147,005-71.7% | $74,546-44.1% |
| Participation rate | 89.5% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 17.45% | 8732.34%-8714.9pp | 418.76%-401.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $5,083 | $3,811+33.4% | $4,934+3.0% | $2,624+93.7% |
| Participant deferral / active EE | $6,443 | $7,304-11.8% | $8,070-20.2% | $4,347+48.2% |
| Admin fee / account holder | $1,072 | $1,748-38.7% | $13,006-91.8% | $1,944-44.9% |