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 | $19,423 | $39,195-50.4% | $98,755-80.3% | $79,386-75.5% |
| Participation rate | 100.0% | 59.8%+40.2pp | 65.7%+34.3pp | 70.7%+29.3pp |
| Annual return | 167.15% | 19.95%+147.2pp | 49.91%+117.2pp | 116.85%+50.3pp |
| Employer contribution / active EE | $3,645 | $1,334+173.2% | $2,067+76.3% | $2,427+50.2% |
| Participant deferral / active EE | $6,702 | $2,333+187.2% | $3,035+120.8% | $4,046+65.7% |
| Admin fee / account holder | $2,440 | $365+568.7% | $4,076-40.1% | $626+289.6% |