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 | $68,362 | $80,753-15.3% | $136,294-49.8% | $62,292+9.7% |
| Participation rate | 88.9% | 73.5%+15.4pp | 81.9%+7.0pp | 69.5%+19.4pp |
| Annual return | 1882.01% | 35.83%+1846.2pp | 5155.94%-3273.9pp | 28.90%+1853.1pp |
| Employer contribution / active EE | $1,943 | $2,884-32.6% | $4,695-58.6% | $2,042-4.8% |
| Participant deferral / active EE | $3,693 | $5,164-28.5% | $6,247-40.9% | $3,169+16.5% |
| Admin fee / account holder | $6,090 | $525+1059.2% | $9,243-34.1% | $479+1170.6% |