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 | $43,156 | $89,355-51.7% | $141,162-69.4% | $72,985-40.9% |
| Participation rate | 94.5% | 75.1%+19.4pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 34.63% | 111.85%-77.2pp | 71.39%-36.8pp | 81.00%-46.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,535 | $5,418+94.4% | $6,709+57.0% | $3,607+192.0% |
| Admin fee / account holder | $4,250 | $5,958-28.7% | $10,261-58.6% | $5,124-17.1% |