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 10-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 | $77,005 | $73,360+5.0% | $177,989-56.7% | $74,495+3.4% |
| Participation rate | 97.6% | 66.6%+31.0pp | 77.1%+20.6pp | 67.2%+30.4pp |
| Annual return | 270.66% | 17.49%+253.2pp | 294.48%-23.8pp | 1364.94%-1094.3pp |
| Employer contribution / active EE | $1,308 | $2,216-41.0% | $3,949-66.9% | $2,623-50.1% |
| Participant deferral / active EE | $4,682 | $4,513+3.7% | $6,276-25.4% | $4,346+7.7% |
| Admin fee / account holder | $6,923 | $1,808+283.0% | $10,363-33.2% | $1,942+256.6% |