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 4-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 | $81,927 | $73,360+11.7% | $177,989-54.0% | $74,495+10.0% |
| Participation rate | 94.2% | 66.6%+27.6pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 37.91% | 17.49%+20.4pp | 294.48%-256.6pp | 1364.94%-1327.0pp |
| Employer contribution / active EE | $12,280 | $2,216+454.1% | $3,949+211.0% | $2,623+368.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5,806 | $1,808+221.2% | $10,363-44.0% | $1,942+199.0% |