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 | $56,853 | $55,415+2.6% | $155,509-63.4% | $74,495-23.7% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 21.91% | 268.50%-246.6pp | 64.67%-42.8pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $5,119 | $2,267+125.8% | $4,672+9.6% | $2,623+95.2% |
| Participant deferral / active EE | $11,159 | $2,836+293.5% | $5,626+98.3% | $4,346+156.8% |
| Admin fee / account holder | $16,117 | $1,738+827.2% | $15,912+1.3% | $1,942+730.0% |