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 | $200,123 | $99,957+100.2% | $149,696+33.7% | $73,488+172.3% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.6pp | 70.7%+18.4pp |
| Annual return | 26.18% | 53.87%-27.7pp | 276.60%-250.4pp | 28.51%-2.3pp |
| Employer contribution / active EE | $959 | $3,191-69.9% | $4,644-79.3% | $2,270-57.7% |
| Participant deferral / active EE | $6,958 | $6,073+14.6% | $6,842+1.7% | $3,740+86.1% |
| Admin fee / account holder | $8,068 | $551+1365.0% | $9,309-13.3% | $513+1472.4% |