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 7-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 | $72,492 | $101,317-28.4% | $146,958-50.7% | $74,495-2.7% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 33.80% | 8730.91%-8697.1pp | 418.34%-384.5pp | 1364.94%-1331.1pp |
| Employer contribution / active EE | $6,864 | $3,810+80.2% | $4,933+39.1% | $2,623+161.7% |
| Participant deferral / active EE | $12,318 | $7,303+68.7% | $8,070+52.6% | $4,346+183.4% |
| Admin fee / account holder | $3,118 | $1,739+79.3% | $12,998-76.0% | $1,942+60.6% |