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 | $130,511 | $53,516+143.9% | $126,539+3.1% | $84,808+53.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.21% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,992 | $1,535+225.3% | $3,674+35.9% | $2,631+89.8% |
| Participant deferral / active EE | $8,668 | $2,671+224.5% | $4,083+112.3% | $4,212+105.8% |
| Admin fee / account holder | $10,352 | $4,497+130.2% | $6,065+70.7% | $7,344+41.0% |