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 9-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 | $70,640 | $79,171-10.8% | $102,423-31.0% | $74,495-5.2% |
| Participation rate | 71.8% | 74.8%-3.0pp | 76.5%-4.7pp | 67.2%+4.6pp |
| Annual return | 18.51% | 54.93%-36.4pp | 29.32%-10.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $3,354 | $2,362+42.0% | $3,023+10.9% | $2,623+27.9% |
| Participant deferral / active EE | $5,319 | $4,415+20.5% | $5,053+5.3% | $4,346+22.4% |
| Admin fee / account holder | $2,790 | $2,001+39.4% | $9,451-70.5% | $1,942+43.7% |