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 6-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 | $43,928 | $101,317-56.6% | $146,958-70.1% | $74,495-41.0% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 28.96% | 8730.91%-8702.0pp | 418.34%-389.4pp | 1364.94%-1336.0pp |
| Employer contribution / active EE | $6,548 | $3,810+71.9% | $4,933+32.7% | $2,623+149.6% |
| Participant deferral / active EE | $8,384 | $7,303+14.8% | $8,070+3.9% | $4,346+92.9% |
| Admin fee / account holder | $2,310 | $1,739+32.9% | $12,998-82.2% | $1,942+19.0% |