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 | $84,369 | $53,516+57.7% | $126,539-33.3% | $84,808-0.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 55.18% | 58.34%-3.2pp | 425.95%-370.8pp | 40.90%+14.3pp |
| Employer contribution / active EE | $3,994 | $1,535+160.3% | $3,674+8.7% | $2,631+51.8% |
| Participant deferral / active EE | $10,017 | $2,671+275.1% | $4,083+145.4% | $4,212+137.8% |
| Admin fee / account holder | $6,536 | $4,497+45.4% | $6,065+7.8% | $7,344-11.0% |