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 | $135,589 | $65,561+106.8% | $86,188+57.3% | $75,163+80.4% |
| Participation rate | 81.0% | 60.5%+20.5pp | 69.0%+12.0pp | 67.2%+13.8pp |
| Annual return | 19.03% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,270 | $1,553-18.2% | $2,380-46.6% | $2,670-52.4% |
| Participant deferral / active EE | $5,616 | $3,024+85.7% | $3,985+40.9% | $4,125+36.1% |
| Admin fee / account holder | $29,589 | $5,474+440.5% | $6,852+331.9% | $5,651+423.6% |