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 | $59,177 | $80,753-26.7% | $136,294-56.6% | $62,292-5.0% |
| Participation rate | 80.7% | 73.5%+7.2pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 146.98% | 35.83%+111.2pp | 5155.94%-5009.0pp | 28.90%+118.1pp |
| Employer contribution / active EE | $534 | $2,884-81.5% | $4,695-88.6% | $2,042-73.8% |
| Participant deferral / active EE | $4,389 | $5,164-15.0% | $6,247-29.7% | $3,169+38.5% |
| Admin fee / account holder | $1,798 | $525+242.2% | $9,243-80.5% | $479+275.1% |