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 | $63,973 | $47,977+33.3% | $154,107-58.5% | $56,287+13.7% |
| Participation rate | 80.0% | 66.2%+13.8pp | 83.0%-3.0pp | 69.9%+10.1pp |
| Annual return | 406.53% | 3.54%+403.0pp | 735.12%-328.6pp | -9.96%+416.5pp |
| Employer contribution / active EE | $747 | $2,169-65.6% | $5,298-85.9% | $2,111-64.6% |
| Participant deferral / active EE | $2,141 | $2,392-10.5% | $5,081-57.9% | $3,350-36.1% |
| Admin fee / account holder | $7,057 | $438+1510.4% | $13,411-47.4% | $521+1254.7% |