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 9-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 | $39,271 | $89,739-56.2% | $149,718-73.8% | $62,292-37.0% |
| Participation rate | 87.9% | 85.1%+2.8pp | 87.1%+0.8pp | 69.5%+18.4pp |
| Annual return | 34.99% | 21.01%+14.0pp | 1501.63%-1466.6pp | 28.90%+6.1pp |
| Employer contribution / active EE | $2,787 | $3,233-13.8% | $5,445-48.8% | $2,042+36.4% |
| Participant deferral / active EE | $5,182 | $4,797+8.0% | $6,569-21.1% | $3,169+63.5% |
| Admin fee / account holder | $3,403 | $551+517.3% | $11,283-69.8% | $479+609.8% |