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 8-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 | $43,921 | $100,923-56.5% | $150,045-70.7% | $74,304-40.9% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.3%+13.7pp | 60.3%+35.7pp |
| Annual return | 60.97% | 51.77%+9.2pp | 62.55%-1.6pp | 29.43%+31.5pp |
| Employer contribution / active EE | $4,901 | $3,463+41.5% | $4,693+4.4% | $2,241+118.7% |
| Participant deferral / active EE | $11,157 | $6,709+66.3% | $7,997+39.5% | $3,767+196.2% |
| Admin fee / account holder | $1,203 | $2,767-56.5% | $13,435-91.0% | $2,969-59.5% |