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 7-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 | $41,444 | $102,317-59.5% | $146,958-71.8% | $80,856-48.7% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.3pp | 67.6%+23.9pp |
| Annual return | 19.93% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,479 | $6,644+87.8% | $8,070+54.6% | $4,296+190.5% |
| Admin fee / account holder | $7,081 | $7,941-10.8% | $12,998-45.5% | $6,918+2.4% |