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 | $50,351 | $101,317-50.3% | $146,958-65.7% | $74,495-32.4% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 33.50% | 8730.91%-8697.4pp | 418.34%-384.8pp | 1364.94%-1331.4pp |
| Employer contribution / active EE | $5,582 | $3,810+46.5% | $4,933+13.2% | $2,623+112.8% |
| Participant deferral / active EE | $8,113 | $7,303+11.1% | $8,070+0.5% | $4,346+86.7% |
| Admin fee / account holder | $5,265 | $1,739+202.8% | $12,998-59.5% | $1,942+171.1% |