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 | $44,397 | $70,908-37.4% | $98,907-55.1% | $73,488-39.6% |
| Participation rate | 91.0% | 73.8%+17.3pp | 76.0%+15.0pp | 70.7%+20.3pp |
| Annual return | 55.75% | 34.17%+21.6pp | 196.43%-140.7pp | 28.51%+27.2pp |
| Employer contribution / active EE | $6,964 | $2,036+242.0% | $2,689+159.0% | $2,270+206.8% |
| Participant deferral / active EE | $10,573 | $3,500+202.1% | $4,244+149.1% | $3,740+182.7% |
| Admin fee / account holder | $1,376 | $535+157.2% | $6,642-79.3% | $513+168.1% |