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 | $80,086 | $60,124+33.2% | $90,404-11.4% | $79,858+0.3% |
| Participation rate | 88.1% | 65.0%+23.2pp | 72.7%+15.5pp | 69.6%+18.5pp |
| Annual return | 15.29% | 71.94%-56.7pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,352 | $2,068+158.8% | $3,262+64.1% | $2,471+116.6% |
| Participant deferral / active EE | $6,735 | $2,938+129.2% | $3,963+69.9% | $3,740+80.1% |
| Admin fee / account holder | $7,330 | $3,976+84.3% | $5,611+30.6% | $5,306+38.1% |