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 6-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 | $50,560 | $52,450-3.6% | $129,295-60.9% | $74,546-32.2% |
| Participation rate | 88.3% | 53.8%+34.5pp | 69.6%+18.7pp | 67.2%+21.1pp |
| Annual return | 20.86% | 15.65%+5.2pp | 9429.28%-9408.4pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $4,820 | $1,532+214.6% | $4,157+16.0% | $2,624+83.7% |
| Participant deferral / active EE | $10,512 | $2,797+275.8% | $4,169+152.1% | $4,347+141.8% |
| Admin fee / account holder | $3,829 | $2,636+45.2% | $7,665-50.1% | $1,944+97.0% |