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 | $116,530 | $89,355+30.4% | $141,162-17.4% | $72,985+59.7% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 21.38% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,924 | $5,418+120.1% | $6,709+77.7% | $3,607+230.6% |
| Admin fee / account holder | $6,621 | $5,958+11.1% | $10,261-35.5% | $5,124+29.2% |