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 | $45,241 | $72,554-37.6% | $138,135-67.2% | $73,488-38.4% |
| Participation rate | 96.3% | 74.8%+21.5pp | 78.7%+17.6pp | 70.7%+25.6pp |
| Annual return | 183.01% | 17.50%+165.5pp | 20.51%+162.5pp | 28.51%+154.5pp |
| Employer contribution / active EE | $6,421 | $3,511+82.9% | $5,587+14.9% | $2,270+182.9% |
| Participant deferral / active EE | $6,134 | $4,908+25.0% | $6,431-4.6% | $3,740+64.0% |
| Admin fee / account holder | $1,066 | $464+129.6% | $11,856-91.0% | $513+107.8% |