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 4-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 | $49,049 | $91,538-46.4% | $129,995-62.3% | $75,163-34.7% |
| Participation rate | 94.3% | 71.4%+22.9pp | 78.5%+15.8pp | 67.2%+27.1pp |
| Annual return | 25.09% | -631.11%+656.2pp | -137.18%+162.3pp | 160.62%-135.5pp |
| Employer contribution / active EE | $1,747 | $2,845-38.6% | $4,320-59.6% | $2,670-34.6% |
| Participant deferral / active EE | $5,865 | $4,341+35.1% | $5,820+0.8% | $4,125+42.2% |
| Admin fee / account holder | $1,581 | $6,790-76.7% | $10,614-85.1% | $5,651-72.0% |