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 | $150,199 | $102,317+46.8% | $146,958+2.2% | $80,856+85.8% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 16.35% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,625 | $3,713+78.4% | $4,933+34.3% | $2,755+140.5% |
| Participant deferral / active EE | $9,629 | $6,644+44.9% | $8,070+19.3% | $4,296+124.2% |
| Admin fee / account holder | $6,732 | $7,941-15.2% | $12,998-48.2% | $6,918-2.7% |