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 9-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 | $33,234 | $65,409-49.2% | $98,442-66.2% | $85,850-61.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.34% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,512 | $2,168+62.0% | $2,960+18.7% | $2,565+36.9% |
| Participant deferral / active EE | $4,337 | $3,166+37.0% | $4,276+1.4% | $3,952+9.8% |
| Admin fee / account holder | $958 | $4,593-79.1% | $5,949-83.9% | $6,260-84.7% |