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 | $138,620 | $101,499+36.6% | $147,005-5.7% | $74,546+86.0% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 16.81% | 8732.34%-8715.5pp | 418.76%-402.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,729 | $3,811-28.4% | $4,934-44.7% | $2,624+4.0% |
| Participant deferral / active EE | $9,083 | $7,304+24.3% | $8,070+12.6% | $4,347+108.9% |
| Admin fee / account holder | $5,459 | $1,748+212.3% | $13,006-58.0% | $1,944+180.9% |