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 | $36,696 | $60,323-39.2% | $81,812-55.1% | $74,495-50.7% |
| Participation rate | 77.3% | 62.9%+14.5pp | 72.3%+5.0pp | 67.2%+10.1pp |
| Annual return | 129.50% | 16.90%+112.6pp | 773.79%-644.3pp | 1364.94%-1235.4pp |
| Employer contribution / active EE | $1,619 | $2,620-38.2% | $2,912-44.4% | $2,623-38.3% |
| Participant deferral / active EE | $3,393 | $3,387+0.2% | $4,319-21.4% | $4,346-21.9% |
| Admin fee / account holder | $18,366 | $1,486+1136.1% | $7,386+148.7% | $1,942+845.9% |