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 10-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 | $34,003 | $70,587-51.8% | $124,672-72.7% | $85,850-60.4% |
| Participation rate | 97.1% | 64.4%+32.7pp | 74.6%+22.5pp | 69.3%+27.8pp |
| Annual return | 35.38% | 20688.83%-20653.5pp | 5142.93%-5107.6pp | 318.53%-283.2pp |
| Employer contribution / active EE | $2,286 | $1,913+19.5% | $3,324-31.2% | $2,565-10.9% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,580 | $5,282-70.1% | $7,493-78.9% | $6,260-74.8% |