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 | $38,734 | $74,347-47.9% | $93,606-58.6% | $67,579-42.7% |
| Participation rate | 97.6% | 80.6%+17.0pp | 75.8%+21.8pp | 71.3%+26.3pp |
| Annual return | 139.44% | 28.07%+111.4pp | 32.76%+106.7pp | 378.56%-239.1pp |
| Employer contribution / active EE | $2,105 | $2,583-18.5% | $2,718-22.5% | $2,148-2.0% |
| Participant deferral / active EE | $3,971 | $4,060-2.2% | $4,069-2.4% | $3,539+12.2% |
| Admin fee / account holder | $2,533 | $123+1964.6% | $7,888-67.9% | $142+1680.0% |