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 | $35,205 | $79,013-55.4% | $100,391-64.9% | $74,495-52.7% |
| Participation rate | 95.4% | 79.5%+15.9pp | 81.5%+13.9pp | 67.2%+28.2pp |
| Annual return | 48.50% | 20.41%+28.1pp | 49.20%-0.7pp | 1364.94%-1316.4pp |
| Employer contribution / active EE | $3,652 | $3,021+20.9% | $3,942-7.4% | $2,623+39.2% |
| Participant deferral / active EE | $8,945 | $7,760+15.3% | $8,082+10.7% | $4,346+105.8% |
| Admin fee / account holder | $1,870 | $1,320+41.7% | $7,899-76.3% | $1,942-3.7% |