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 | $72,492 | $101,499-28.6% | $147,005-50.7% | $74,546-2.8% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 33.80% | 8732.34%-8698.5pp | 418.76%-385.0pp | 1366.03%-1332.2pp |
| Employer contribution / active EE | $6,864 | $3,811+80.1% | $4,934+39.1% | $2,624+161.6% |
| Participant deferral / active EE | $12,318 | $7,304+68.6% | $8,070+52.6% | $4,347+183.3% |
| Admin fee / account holder | $3,118 | $1,748+78.4% | $13,006-76.0% | $1,944+60.4% |