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 | $96,484-53.4% | $156,263-71.3% | $74,304-39.5% |
| Participation rate | 80.6% | 67.7%+12.9pp | 78.9%+1.6pp | 60.3%+20.2pp |
| Annual return | 70.53% | 17.73%+52.8pp | 59.47%+11.1pp | 29.43%+41.1pp |
| Employer contribution / active EE | $5,315 | $2,528+110.2% | $4,333+22.7% | $2,241+137.2% |
| Participant deferral / active EE | $10,786 | $4,286+151.6% | $6,158+75.1% | $3,767+186.3% |
| Admin fee / account holder | $5,131 | $3,728+37.7% | $14,255-64.0% | $2,969+72.8% |