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 | $220,020 | $76,000+189.5% | $154,107+42.8% | $64,186+242.8% |
| Participation rate | 94.5% | 70.4%+24.1pp | 83.0%+11.5pp | 69.6%+24.9pp |
| Annual return | -4.79% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $8,360 | $3,351+149.5% | $5,298+57.8% | $2,381+251.1% |
| Participant deferral / active EE | $6,669 | $3,175+110.0% | $5,081+31.3% | $3,470+92.2% |
| Admin fee / account holder | $1,660 | $5,596-70.3% | $13,411-87.6% | $4,888-66.0% |