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 7-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 | $73,387 | $63,114+16.3% | $92,893-21.0% | $65,185+12.6% |
| Participation rate | 97.4% | 68.8%+28.6pp | 76.0%+21.4pp | 70.2%+27.2pp |
| Annual return | 20.16% | 28.75%-8.6pp | 109.41%-89.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $35,762 | $2,571+1291.2% | $3,653+879.0% | $2,177+1543.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5,953 | $624+854.7% | $5,794+2.8% | $847+602.8% |