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 3-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 | $76,518 | $54,517+40.4% | $75,972+0.7% | $74,495+2.7% |
| Participation rate | 76.7% | 60.3%+16.4pp | 69.1%+7.6pp | 67.2%+9.5pp |
| Annual return | 13.72% | 31.82%-18.1pp | 359.55%-345.8pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,690 | $1,777+163.9% | $2,685+74.7% | $2,623+78.8% |
| Participant deferral / active EE | $5,918 | $3,066+93.0% | $4,255+39.1% | $4,346+36.2% |
| Admin fee / account holder | $1,075 | $2,229-51.7% | $6,467-83.4% | $1,942-44.6% |