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 5-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 | $56,618 | $101,317-44.1% | $146,958-61.5% | $74,495-24.0% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 26.59% | 8730.91%-8704.3pp | 418.34%-391.7pp | 1364.94%-1338.3pp |
| Employer contribution / active EE | $5,732 | $3,810+50.4% | $4,933+16.2% | $2,623+118.5% |
| Participant deferral / active EE | $10,360 | $7,303+41.9% | $8,070+28.4% | $4,346+138.4% |
| Admin fee / account holder | $1,334 | $1,739-23.3% | $12,998-89.7% | $1,942-31.3% |