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 9-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 | $77,530 | $58,726+32.0% | $92,233-15.9% | $62,292+24.5% |
| Participation rate | 97.4% | 68.3%+29.0pp | 76.5%+20.9pp | 69.5%+27.9pp |
| Annual return | 80.44% | 43.62%+36.8pp | 176.28%-95.8pp | 28.90%+51.5pp |
| Employer contribution / active EE | $9,668 | $2,392+304.2% | $3,679+162.8% | $2,042+373.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2,794 | $556+402.1% | $5,194-46.2% | $479+482.9% |