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 | $44,921 | $91,760-51.0% | $156,181-71.2% | $67,986-33.9% |
| Participation rate | 80.6% | 65.0%+15.5pp | 78.8%+1.7pp | 57.2%+23.3pp |
| Annual return | 70.53% | 18.14%+52.4pp | 64.87%+5.7pp | 31.67%+38.9pp |
| Employer contribution / active EE | $5,315 | $2,419+119.7% | $4,294+23.8% | $2,019+163.3% |
| Participant deferral / active EE | $10,786 | $3,960+172.3% | $6,132+75.9% | $3,358+221.2% |
| Admin fee / account holder | $5,131 | $3,949+30.0% | $14,586-64.8% | $3,203+60.2% |