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 | $65,908 | $64,839+1.6% | $95,585-31.0% | $84,808-22.3% |
| Participation rate | 97.9% | 63.8%+34.1pp | 72.1%+25.8pp | 68.3%+29.6pp |
| Annual return | 50.89% | -670.96%+721.9pp | 38.56%+12.3pp | 40.90%+10.0pp |
| Employer contribution / active EE | $9,336 | $1,759+430.8% | $2,527+269.5% | $2,631+254.8% |
| Participant deferral / active EE | $14,908 | $2,965+402.8% | $4,023+270.6% | $4,212+254.0% |
| Admin fee / account holder | $6,227 | $5,964+4.4% | $6,127+1.6% | $7,344-15.2% |