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 8-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 | $27,851 | $65,561-57.5% | $86,188-67.7% | $75,163-62.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 22.29% | 46.05%-23.8pp | 1168.45%-1146.2pp | 160.62%-138.3pp |
| Employer contribution / active EE | $4,224 | $1,553+172.0% | $2,380+77.4% | $2,670+58.2% |
| Participant deferral / active EE | $5,009 | $3,024+65.6% | $3,985+25.7% | $4,125+21.4% |
| Admin fee / account holder | $515 | $5,474-90.6% | $6,852-92.5% | $5,651-90.9% |