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 | $159,888 | $55,415+188.5% | $155,509+2.8% | $74,495+114.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.41% | 268.50%-252.1pp | 64.67%-48.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $7,107 | $2,267+213.5% | $4,672+52.1% | $2,623+170.9% |
| Participant deferral / active EE | $7,804 | $2,836+175.2% | $5,626+38.7% | $4,346+79.6% |
| Admin fee / account holder | $149,081 | $1,738+8476.4% | $15,912+836.9% | $1,942+7577.8% |