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 7-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 | $27,633 | $84,487-67.3% | $125,339-78.0% | $66,914-58.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -11.16% | -8.39%-2.8pp | 572.05%-583.2pp | 1.58%-12.7pp |
| Employer contribution / active EE | $5,416 | $3,553+52.4% | $4,814+12.5% | $2,544+112.9% |
| Participant deferral / active EE | $12,197 | $6,781+79.9% | $7,446+63.8% | $4,237+187.9% |
| Admin fee / account holder | $1,524 | $685+122.5% | $10,010-84.8% | $593+156.9% |