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 4-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 | $22,340 | $70,669-68.4% | $169,368-86.8% | $75,163-70.3% |
| Participation rate | 91.9% | 64.8%+27.1pp | 77.1%+14.7pp | 67.2%+24.7pp |
| Annual return | 449.41% | 36.36%+413.0pp | 405.60%+43.8pp | 160.62%+288.8pp |
| Employer contribution / active EE | $2,236 | $2,211+1.2% | $4,013-44.3% | $2,670-16.2% |
| Participant deferral / active EE | $4,183 | $4,311-3.0% | $6,221-32.8% | $4,125+1.4% |
| Admin fee / account holder | $603 | $5,402-88.8% | $9,003-93.3% | $5,651-89.3% |