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 | $50,437 | $101,317-50.2% | $146,958-65.7% | $74,495-32.3% |
| Participation rate | 79.0% | 75.5%+3.4pp | 82.2%-3.2pp | 67.2%+11.8pp |
| Annual return | 13.83% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,630 | $3,810-57.2% | $4,933-67.0% | $2,623-37.9% |
| Participant deferral / active EE | $3,366 | $7,303-53.9% | $8,070-58.3% | $4,346-22.5% |
| Admin fee / account holder | $1,935 | $1,739+11.3% | $12,998-85.1% | $1,942-0.3% |