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 | $57,647 | $68,346-15.7% | $94,646-39.1% | $75,163-23.3% |
| Participation rate | 96.6% | 76.1%+20.5pp | 80.8%+15.8pp | 67.2%+29.4pp |
| Annual return | 17.15% | 616.93%-599.8pp | 156.71%-139.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,118 | $2,701+89.5% | $3,672+39.4% | $2,670+91.7% |
| Participant deferral / active EE | $11,083 | $6,537+69.5% | $7,418+49.4% | $4,125+168.7% |
| Admin fee / account holder | $14,942 | $5,326+180.6% | $7,231+106.7% | $5,651+164.4% |