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 3-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 | $39,355 | $102,317-61.5% | $146,958-73.2% | $80,856-51.3% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 49.98% | 134.76%-84.8pp | 418.34%-368.4pp | 35.59%+14.4pp |
| Employer contribution / active EE | $13,063 | $3,713+251.8% | $4,933+164.8% | $2,755+374.2% |
| Participant deferral / active EE | $20,201 | $6,644+204.1% | $8,070+150.3% | $4,296+370.2% |
| Admin fee / account holder | $14,546 | $7,941+83.2% | $12,998+11.9% | $6,918+110.3% |