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 | $35,583 | $56,629-37.2% | $77,999-54.4% | $55,167-35.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 749.69% | 2866.98%-2117.3pp | 425.96%+323.7pp | 169.23%+580.5pp |
| Employer contribution / active EE | $2,254 | $1,723+30.8% | $2,470-8.7% | $1,963+14.9% |
| Participant deferral / active EE | $5,162 | $2,777+85.9% | $3,497+47.6% | $3,054+69.0% |
| Admin fee / account holder | $6,767 | $467+1350.5% | $5,480+23.5% | $504+1242.9% |