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 8-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 | $63,474 | $71,516-11.2% | $98,439-35.5% | $71,457-11.2% |
| Participation rate | 88.2% | 72.7%+15.5pp | 75.2%+13.1pp | 67.9%+20.3pp |
| Annual return | 93.12% | 32.41%+60.7pp | 21.16%+72.0pp | 28.85%+64.3pp |
| Employer contribution / active EE | $2,452 | $2,399+2.2% | $3,048-19.5% | $2,588-5.2% |
| Participant deferral / active EE | $5,258 | $4,109+28.0% | $4,738+11.0% | $4,289+22.6% |
| Admin fee / account holder | $3,309 | $1,675+97.6% | $8,948-63.0% | $1,587+108.5% |