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 | $40,457 | $56,629-28.6% | $77,999-48.1% | $55,167-26.7% |
| Participation rate | 79.2% | 73.3%+5.9pp | 75.5%+3.7pp | 69.0%+10.2pp |
| Annual return | 14.20% | 2866.98%-2852.8pp | 425.96%-411.8pp | 169.23%-155.0pp |
| Employer contribution / active EE | $4,862 | $1,723+182.2% | $2,470+96.9% | $1,963+147.8% |
| Participant deferral / active EE | $10,302 | $2,777+271.0% | $3,497+194.6% | $3,054+237.3% |
| Admin fee / account holder | $1,814 | $467+288.9% | $5,480-66.9% | $504+260.0% |