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 | $58,292 | $49,173+18.5% | $121,098-51.9% | $75,163-22.4% |
| Participation rate | 90.2% | 55.4%+34.9pp | 69.5%+20.8pp | 67.2%+23.1pp |
| Annual return | 15.24% | 55.99%-40.7pp | 985.75%-970.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,178 | $1,546-23.8% | $4,164-71.7% | $2,670-55.9% |
| Participant deferral / active EE | $4,313 | $2,628+64.1% | $4,080+5.7% | $4,125+4.5% |
| Admin fee / account holder | $4,578 | $3,942+16.1% | $5,644-18.9% | $5,651-19.0% |