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 | $64,263 | $104,475-38.5% | $159,436-59.7% | $79,386-19.1% |
| Participation rate | 92.5% | 76.6%+15.8pp | 82.8%+9.6pp | 70.7%+21.7pp |
| Annual return | 40.84% | 67.95%-27.1pp | 263.57%-222.7pp | 116.85%-76.0pp |
| Employer contribution / active EE | $2,933 | $3,417-14.1% | $4,829-39.3% | $2,427+20.8% |
| Participant deferral / active EE | $8,104 | $6,467+25.3% | $7,352+10.2% | $4,046+100.3% |
| Admin fee / account holder | $3,106 | $711+336.8% | $10,799-71.2% | $626+395.9% |