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 7-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 | $93,921 | $101,317-7.3% | $146,958-36.1% | $74,495+26.1% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 31.10% | 8730.91%-8699.8pp | 418.34%-387.2pp | 1364.94%-1333.8pp |
| Employer contribution / active EE | $13,031 | $3,810+242.0% | $4,933+164.2% | $2,623+396.8% |
| Participant deferral / active EE | $15,462 | $7,303+111.7% | $8,070+91.6% | $4,346+255.8% |
| Admin fee / account holder | $746 | $1,739-57.1% | $12,998-94.3% | $1,942-61.6% |