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 | $131,999 | $98,982+33.4% | $162,163-18.6% | $65,185+102.5% |
| Participation rate | 89.6% | 85.8%+3.8pp | 87.6%+2.1pp | 70.2%+19.4pp |
| Annual return | 45.81% | 24.84%+21.0pp | 115.59%-69.8pp | 29.38%+16.4pp |
| Employer contribution / active EE | $4,561 | $3,467+31.6% | $5,614-18.8% | $2,177+109.5% |
| Participant deferral / active EE | $9,666 | $5,384+79.5% | $7,298+32.4% | $3,514+175.1% |
| Admin fee / account holder | $11,136 | $596+1767.3% | $10,843+2.7% | $847+1214.6% |