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 | $88,607 | $78,485+12.9% | $106,213-16.6% | $74,495+18.9% |
| Participation rate | 87.8% | 72.8%+14.9pp | 75.3%+12.5pp | 67.2%+20.6pp |
| Annual return | 85.06% | 15.95%+69.1pp | 116.14%-31.1pp | 1364.94%-1279.9pp |
| Employer contribution / active EE | $1,075 | $2,523-57.4% | $3,171-66.1% | $2,623-59.0% |
| Participant deferral / active EE | $4,591 | $4,322+6.2% | $5,016-8.5% | $4,346+5.6% |
| Admin fee / account holder | $1,025 | $2,232-54.1% | $11,033-90.7% | $1,942-47.2% |