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 | $118,673 | $102,317+16.0% | $146,958-19.2% | $80,856+46.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 17.00% | 134.76%-117.8pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $8,862 | $3,713+138.7% | $4,933+79.7% | $2,755+221.7% |
| Participant deferral / active EE | $10,795 | $6,644+62.5% | $8,070+33.8% | $4,296+151.3% |
| Admin fee / account holder | $4,044 | $7,941-49.1% | $12,998-68.9% | $6,918-41.5% |