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 | $64,877 | $80,753-19.7% | $136,294-52.4% | $62,292+4.1% |
| Participation rate | 70.8% | 73.5%-2.7pp | 81.9%-11.1pp | 69.5%+1.3pp |
| Annual return | 309.44% | 35.83%+273.6pp | 5155.94%-4846.5pp | 28.90%+280.5pp |
| Employer contribution / active EE | $1,154 | $2,884-60.0% | $4,695-75.4% | $2,042-43.5% |
| Participant deferral / active EE | $3,294 | $5,164-36.2% | $6,247-47.3% | $3,169+3.9% |
| Admin fee / account holder | $940 | $525+79.0% | $9,243-89.8% | $479+96.2% |