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 | $101,729 | $84,487+20.4% | $125,339-18.8% | $66,914+52.0% |
| Participation rate | 73.1% | 76.4%-3.3pp | 82.4%-9.3pp | 69.8%+3.3pp |
| Annual return | 60.19% | -8.39%+68.6pp | 572.05%-511.9pp | 1.58%+58.6pp |
| Employer contribution / active EE | $2,272 | $3,553-36.0% | $4,814-52.8% | $2,544-10.7% |
| Participant deferral / active EE | $6,944 | $6,781+2.4% | $7,446-6.7% | $4,237+63.9% |
| Admin fee / account holder | $6,531 | $685+853.3% | $10,010-34.8% | $593+1000.8% |