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 9-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 | $100,641 | $54,517+84.6% | $75,972+32.5% | $74,495+35.1% |
| Participation rate | 87.6% | 60.3%+27.3pp | 69.1%+18.6pp | 67.2%+20.4pp |
| Annual return | 11.29% | 31.82%-20.5pp | 359.55%-348.3pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $10,231 | $1,777+475.7% | $2,685+281.1% | $2,623+290.0% |
| Participant deferral / active EE | $2,682 | $3,066-12.5% | $4,255-37.0% | $4,346-38.3% |
| Admin fee / account holder | $6,006 | $2,229+169.5% | $6,467-7.1% | $1,942+209.3% |