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 | $36,125 | $64,348-43.9% | $90,160-59.9% | $70,131-48.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 163.64% | 28.13%+135.5pp | 34.88%+128.8pp | 73.14%+90.5pp |
| Employer contribution / active EE | $5,500 | $2,046+168.9% | $3,318+65.8% | $2,342+134.8% |
| Participant deferral / active EE | $10,843 | $4,389+147.1% | $5,288+105.1% | $3,332+225.4% |
| Admin fee / account holder | $951 | $3,944-75.9% | $5,943-84.0% | $4,645-79.5% |