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 | $34,636 | $30,400+13.9% | $53,898-35.7% | $84,808-59.2% |
| Participation rate | 94.6% | 46.4%+48.1pp | 55.0%+39.6pp | 68.3%+26.3pp |
| Annual return | 21.37% | 500.19%-478.8pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,910 | $603+382.8% | $932+212.2% | $2,631+10.6% |
| Participant deferral / active EE | $2,249 | $1,199+87.7% | $1,826+23.2% | $4,212-46.6% |
| Admin fee / account holder | $1,473 | $1,993-26.1% | $2,491-40.9% | $7,344-79.9% |