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 | $43,641 | $58,927-25.9% | $76,817-43.2% | $72,985-40.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.92% | 2305.64%-2287.7pp | 1166.11%-1148.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,958 | $1,787+9.6% | $2,302-15.0% | $2,440-19.8% |
| Participant deferral / active EE | $2,850 | $2,690+5.9% | $3,336-14.6% | $3,607-21.0% |
| Admin fee / account holder | $5,129 | $4,013+27.8% | $6,420-20.1% | $5,124+0.1% |