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 | $82,463 | $55,415+48.8% | $155,509-47.0% | $74,495+10.7% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 16.13% | 268.50%-252.4pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $509 | $2,267-77.5% | $4,672-89.1% | $2,623-80.6% |
| Participant deferral / active EE | $5,935 | $2,836+109.3% | $5,626+5.5% | $4,346+36.6% |
| Admin fee / account holder | $23,729 | $1,738+1265.1% | $15,912+49.1% | $1,942+1122.1% |