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 | $29,280 | $98,750-70.3% | $149,696-80.4% | $79,858-63.3% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 55.82% | 27.43%+28.4pp | 276.60%-220.8pp | 31.71%+24.1pp |
| Employer contribution / active EE | $10,732 | $3,216+233.7% | $4,644+131.1% | $2,471+334.4% |
| Participant deferral / active EE | $11,406 | $5,680+100.8% | $6,842+66.7% | $3,740+205.0% |
| Admin fee / account holder | $3,057 | $6,053-49.5% | $9,309-67.2% | $5,306-42.4% |