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 | $52,406-3.5% | $129,207-60.9% | $74,495-32.1% |
| Participation rate | 88.3% | 53.8%+34.5pp | 69.6%+18.7pp | 67.2%+21.1pp |
| Annual return | 20.86% | 15.66%+5.2pp | 9417.33%-9396.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $4,820 | $1,531+214.9% | $4,153+16.1% | $2,623+83.8% |
| Participant deferral / active EE | $10,512 | $2,794+276.2% | $4,168+152.2% | $4,346+141.9% |
| Admin fee / account holder | $3,829 | $2,633+45.4% | $7,715-50.4% | $1,942+97.2% |