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 | $55,709 | $88,360-37.0% | $145,433-61.7% | $67,986-18.1% |
| Participation rate | 93.2% | 65.5%+27.7pp | 82.1%+11.0pp | 57.2%+36.0pp |
| Annual return | 2288.65% | 63.15%+2225.5pp | 66.58%+2222.1pp | 31.67%+2257.0pp |
| Employer contribution / active EE | $4,021 | $3,054+31.7% | $4,554-11.7% | $2,019+99.2% |
| Participant deferral / active EE | $8,871 | $5,932+49.5% | $7,897+12.3% | $3,358+164.2% |
| Admin fee / account holder | $10,993 | $3,313+231.8% | $13,129-16.3% | $3,203+243.2% |