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 4-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 | $115,552 | $49,915+131.5% | $154,803-25.4% | $74,304+55.5% |
| Participation rate | 99.1% | 54.0%+45.1pp | 78.1%+21.0pp | 60.3%+38.7pp |
| Annual return | 61.95% | 34.06%+27.9pp | 58.88%+3.1pp | 29.43%+32.5pp |
| Employer contribution / active EE | $4,786 | $1,611+197.0% | $4,305+11.2% | $2,241+113.5% |
| Participant deferral / active EE | $2,801 | $2,255+24.2% | $5,540-49.4% | $3,767-25.6% |
| Admin fee / account holder | $2,138 | $2,189-2.3% | $14,329-85.1% | $2,969-28.0% |