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 | $54,462 | $102,317-46.8% | $146,958-62.9% | $80,856-32.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 16.20% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,936 | $3,713+32.9% | $4,933+0.1% | $2,755+79.2% |
| Participant deferral / active EE | $8,982 | $6,644+35.2% | $8,070+11.3% | $4,296+109.1% |
| Admin fee / account holder | $1,433 | $7,941-81.9% | $12,998-89.0% | $6,918-79.3% |