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 5-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 | $44,083 | $101,317-56.5% | $146,958-70.0% | $74,495-40.8% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.6pp | 67.2%+6.3pp |
| Annual return | 27.70% | 8730.91%-8703.2pp | 418.34%-390.6pp | 1364.94%-1337.2pp |
| Employer contribution / active EE | $3,682 | $3,810-3.4% | $4,933-25.4% | $2,623+40.4% |
| Participant deferral / active EE | $7,631 | $7,303+4.5% | $8,070-5.4% | $4,346+75.6% |
| Admin fee / account holder | $2,487 | $1,739+43.0% | $12,998-80.9% | $1,942+28.1% |