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 6-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 | $33,201 | $54,517-39.1% | $75,972-56.3% | $74,495-55.4% |
| Participation rate | 94.0% | 60.3%+33.7pp | 69.1%+24.9pp | 67.2%+26.8pp |
| Annual return | 21.80% | 31.82%-10.0pp | 359.55%-337.7pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $2,753 | $1,777+54.9% | $2,685+2.5% | $2,623+5.0% |
| Participant deferral / active EE | $4,850 | $3,066+58.2% | $4,255+14.0% | $4,346+11.6% |
| Admin fee / account holder | $1,830 | $2,229-17.9% | $6,467-71.7% | $1,942-5.7% |