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 | $114,350 | $102,317+11.8% | $146,958-22.2% | $80,856+41.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.4pp | 67.6%+29.0pp |
| Annual return | 17.27% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,120 | $3,713+37.9% | $4,933+3.8% | $2,755+85.9% |
| Participant deferral / active EE | $11,868 | $6,644+78.6% | $8,070+47.1% | $4,296+176.3% |
| Admin fee / account holder | $1,682 | $7,941-78.8% | $12,998-87.1% | $6,918-75.7% |