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 | $115,084 | $110,483+4.2% | $145,433-20.9% | $79,634+44.5% |
| Participation rate | 78.2% | 71.1%+7.1pp | 82.1%-4.0pp | 62.5%+15.7pp |
| Annual return | 960.60% | 24.62%+936.0pp | 66.58%+894.0pp | 36.46%+924.1pp |
| Employer contribution / active EE | $2,274 | $4,053-43.9% | $4,554-50.1% | $2,529-10.1% |
| Participant deferral / active EE | $7,167 | $7,216-0.7% | $7,897-9.2% | $3,835+86.9% |
| Admin fee / account holder | $4,937 | $680+625.9% | $13,129-62.4% | $1,002+392.8% |