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 | $244,444 | $51,620+373.5% | $90,281+170.8% | $65,185+275.0% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.5pp | 70.2%+27.5pp |
| Annual return | 17.10% | 24.94%-7.8pp | 78.10%-61.0pp | 29.38%-12.3pp |
| Employer contribution / active EE | $19,343 | $2,235+765.6% | $2,854+577.7% | $2,177+788.7% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14,488 | $384+3670.2% | $5,351+170.7% | $847+1610.4% |