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 | $107,072 | $44,960+138.1% | $84,966+26.0% | $74,495+43.7% |
| Participation rate | 74.4% | 49.4%+25.1pp | 67.5%+6.9pp | 67.2%+7.2pp |
| Annual return | 54.62% | 26.24%+28.4pp | 66.38%-11.8pp | 1364.94%-1310.3pp |
| Employer contribution / active EE | $4,003 | $1,457+174.7% | $2,727+46.8% | $2,623+52.6% |
| Participant deferral / active EE | $8,526 | $2,731+212.2% | $4,519+88.7% | $4,346+96.2% |
| Admin fee / account holder | $4,356 | $2,209+97.2% | $6,149-29.2% | $1,942+124.4% |