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 | $34,330 | $102,317-66.4% | $146,958-76.6% | $80,856-57.5% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 19.32% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,442 | $3,713-7.3% | $4,933-30.2% | $2,755+24.9% |
| Participant deferral / active EE | $12,771 | $6,644+92.2% | $8,070+58.3% | $4,296+197.3% |
| Admin fee / account holder | $6,261 | $7,941-21.2% | $12,998-51.8% | $6,918-9.5% |