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 | $103,926 | $102,382+1.5% | $147,005-29.3% | $80,874+28.5% |
| Participation rate | 80.2% | 75.8%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 32.68% | 134.89%-102.2pp | 418.76%-386.1pp | 35.62%-2.9pp |
| Employer contribution / active EE | $3,523 | $3,715-5.2% | $4,934-28.6% | $2,756+27.9% |
| Participant deferral / active EE | $8,697 | $6,646+30.9% | $8,070+7.8% | $4,297+102.4% |
| Admin fee / account holder | $661 | $7,942-91.7% | $13,006-94.9% | $6,935-90.5% |