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 | $82,891 | $98,750-16.1% | $149,696-44.6% | $79,858+3.8% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 37.94% | 27.43%+10.5pp | 276.60%-238.7pp | 31.71%+6.2pp |
| Employer contribution / active EE | $1,985 | $3,216-38.3% | $4,644-57.3% | $2,471-19.7% |
| Participant deferral / active EE | $9,543 | $5,680+68.0% | $6,842+39.5% | $3,740+155.1% |
| Admin fee / account holder | $2,948 | $6,053-51.3% | $9,309-68.3% | $5,306-44.4% |