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 | $90,254 | $102,317-11.8% | $146,958-38.6% | $80,856+11.6% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 29.72% | 134.76%-105.0pp | 418.34%-388.6pp | 35.59%-5.9pp |
| Employer contribution / active EE | $3,413 | $3,713-8.1% | $4,933-30.8% | $2,755+23.9% |
| Participant deferral / active EE | $10,077 | $6,644+51.7% | $8,070+24.9% | $4,296+134.6% |
| Admin fee / account holder | $30,800 | $7,941+287.8% | $12,998+137.0% | $6,918+345.2% |