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 | $56,778 | $70,908-19.9% | $98,907-42.6% | $73,488-22.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 29.08% | 34.17%-5.1pp | 196.43%-167.3pp | 28.51%+0.6pp |
| Employer contribution / active EE | $4,516 | $2,036+121.7% | $2,689+67.9% | $2,270+98.9% |
| Participant deferral / active EE | $12,608 | $3,500+260.2% | $4,244+197.1% | $3,740+237.1% |
| Admin fee / account holder | $3,480 | $535+550.5% | $6,642-47.6% | $513+578.2% |