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 | $119,446-3.7% | $150,045-23.3% | $85,563+34.5% |
| Participation rate | 78.2% | 75.4%+2.7pp | 82.3%-4.2pp | 66.0%+12.2pp |
| Annual return | 960.60% | 23.72%+936.9pp | 62.55%+898.0pp | 31.51%+929.1pp |
| Employer contribution / active EE | $2,274 | $4,078-44.2% | $4,693-51.6% | $2,654-14.3% |
| Participant deferral / active EE | $7,167 | $7,985-10.2% | $7,997-10.4% | $4,375+63.8% |
| Admin fee / account holder | $4,937 | $548+801.6% | $13,435-63.3% | $834+491.8% |