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 9-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 | $48,913 | $130,194-62.4% | $169,993-71.2% | $71,457-31.5% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.0%+9.0pp | 67.9%+28.1pp |
| Annual return | 46.64% | 20.37%+26.3pp | 53.37%-6.7pp | 28.85%+17.8pp |
| Employer contribution / active EE | $4,586 | $4,381+4.7% | $6,785-32.4% | $2,588+77.2% |
| Participant deferral / active EE | $9,659 | $6,923+39.5% | $10,408-7.2% | $4,289+125.2% |
| Admin fee / account holder | $1,934 | $966+100.3% | $12,815-84.9% | $1,587+21.8% |