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 8-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 | $57,680 | $102,317-43.6% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 22.56% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $6,527 | $3,713+75.8% | $4,933+32.3% | $2,755+136.9% |
| Participant deferral / active EE | $14,639 | $6,644+120.3% | $8,070+81.4% | $4,296+240.8% |
| Admin fee / account holder | $3,478 | $7,941-56.2% | $12,998-73.2% | $6,918-49.7% |