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 | $95,569 | $83,902+13.9% | $167,512-42.9% | $84,808+12.7% |
| Participation rate | 97.6% | 66.5%+31.2pp | 77.1%+20.6pp | 68.3%+29.3pp |
| Annual return | 29.96% | 91.55%-61.6pp | 1615.79%-1585.8pp | 40.90%-10.9pp |
| Employer contribution / active EE | $7,991 | $2,264+253.0% | $3,882+105.9% | $2,631+203.7% |
| Participant deferral / active EE | $15,424 | $4,442+247.2% | $6,405+140.8% | $4,212+266.2% |
| Admin fee / account holder | $4,625 | $7,915-41.6% | $9,769-52.7% | $7,344-37.0% |