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 | $77,566 | $77,899-0.4% | $149,673-48.2% | $75,163+3.2% |
| Participation rate | 98.8% | 65.6%+33.2pp | 78.8%+20.0pp | 67.2%+31.6pp |
| Annual return | 97.65% | 31.72%+65.9pp | 134.42%-36.8pp | 160.62%-63.0pp |
| Employer contribution / active EE | $3,898 | $3,137+24.2% | $4,818-19.1% | $2,670+46.0% |
| Participant deferral / active EE | $3,070 | $3,411-10.0% | $5,680-45.9% | $4,125-25.6% |
| Admin fee / account holder | $1,954 | $5,956-67.2% | $13,210-85.2% | $5,651-65.4% |