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 | $83,399 | $65,561+27.2% | $86,188-3.2% | $75,163+11.0% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.5pp |
| Annual return | 14.63% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,993 | $1,553+28.4% | $2,380-16.3% | $2,670-25.3% |
| Participant deferral / active EE | $3,225 | $3,024+6.7% | $3,985-19.1% | $4,125-21.8% |
| Admin fee / account holder | $4,142 | $5,474-24.3% | $6,852-39.5% | $5,651-26.7% |