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 | $54,529 | $84,487-35.5% | $125,339-56.5% | $66,914-18.5% |
| Participation rate | 89.0% | 76.4%+12.5pp | 82.4%+6.6pp | 69.8%+19.2pp |
| Annual return | 266.49% | -8.39%+274.9pp | 572.05%-305.6pp | 1.58%+264.9pp |
| Employer contribution / active EE | $3,177 | $3,553-10.6% | $4,814-34.0% | $2,544+24.9% |
| Participant deferral / active EE | $4,267 | $6,781-37.1% | $7,446-42.7% | $4,237+0.7% |
| Admin fee / account holder | $2,039 | $685+197.7% | $10,010-79.6% | $593+243.7% |