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 8-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 | $100,353 | $52,953+89.5% | $172,739-41.9% | $65,185+54.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.98% | 30.12%-13.1pp | 802.84%-785.9pp | 29.38%-12.4pp |
| Employer contribution / active EE | $15,573 | $2,190+611.2% | $5,143+202.8% | $2,177+615.4% |
| Participant deferral / active EE | $10,142 | $2,471+310.5% | $5,198+95.1% | $3,514+188.6% |
| Admin fee / account holder | $1,037 | $472+119.7% | $13,954-92.6% | $847+22.4% |