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 | $83,596 | $58,879+42.0% | $178,490-53.2% | $73,488+13.8% |
| Participation rate | 77.0% | 66.2%+10.8pp | 81.9%-4.9pp | 70.7%+6.3pp |
| Annual return | 280.81% | 24.86%+256.0pp | 151.07%+129.7pp | 28.51%+252.3pp |
| Employer contribution / active EE | $1,912 | $2,236-14.5% | $5,011-61.8% | $2,270-15.8% |
| Participant deferral / active EE | $5,051 | $2,567+96.7% | $5,202-2.9% | $3,740+35.1% |
| Admin fee / account holder | $3,011 | $400+652.1% | $13,984-78.5% | $513+486.8% |