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 | $38,169 | $57,281-33.4% | $86,612-55.9% | $75,163-49.2% |
| Participation rate | 94.7% | 63.2%+31.5pp | 71.7%+23.0pp | 67.2%+27.5pp |
| Annual return | 24.61% | 2670.75%-2646.1pp | 591.07%-566.5pp | 160.62%-136.0pp |
| Employer contribution / active EE | $3,164 | $2,314+36.7% | $3,022+4.7% | $2,670+18.5% |
| Participant deferral / active EE | $5,370 | $3,318+61.8% | $4,438+21.0% | $4,125+30.2% |
| Admin fee / account holder | $984 | $4,112-76.1% | $5,614-82.5% | $5,651-82.6% |