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 | $64,494 | $136,307-52.7% | $177,821-63.7% | $73,488-12.2% |
| Participation rate | 79.0% | 86.1%-7.1pp | 87.7%-8.7pp | 70.7%+8.3pp |
| Annual return | 95.35% | 18.68%+76.7pp | 48.32%+47.0pp | 28.51%+66.8pp |
| Employer contribution / active EE | $6,240 | $3,712+68.1% | $5,918+5.4% | $2,270+174.9% |
| Participant deferral / active EE | $17,074 | $5,829+192.9% | $7,714+121.3% | $3,740+356.6% |
| Admin fee / account holder | $5,110 | $596+758.1% | $12,427-58.9% | $513+896.0% |