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 5-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 | $77,814 | $101,317-23.2% | $146,958-47.1% | $74,495+4.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 190.33% | 8730.91%-8540.6pp | 418.34%-228.0pp | 1364.94%-1174.6pp |
| Employer contribution / active EE | $5,734 | $3,810+50.5% | $4,933+16.2% | $2,623+118.6% |
| Participant deferral / active EE | $14,243 | $7,303+95.0% | $8,070+76.5% | $4,346+227.7% |
| Admin fee / account holder | $5,274 | $1,739+203.3% | $12,998-59.4% | $1,942+171.6% |