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 | $72,695 | $58,923+23.4% | $97,167-25.2% | $74,546-2.5% |
| Participation rate | 95.0% | 63.6%+31.4pp | 72.7%+22.3pp | 67.2%+27.8pp |
| Annual return | 40.39% | 16.04%+24.4pp | 75.27%-34.9pp | 1366.03%-1325.6pp |
| Employer contribution / active EE | $3,188 | $1,894+68.3% | $2,729+16.8% | $2,624+21.5% |
| Participant deferral / active EE | $6,860 | $3,664+87.2% | $4,264+60.9% | $4,347+57.8% |
| Admin fee / account holder | $5,708 | $1,974+189.2% | $5,650+1.0% | $1,944+193.7% |