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 | $92,430 | $54,350+70.1% | $82,719+11.7% | $68,494+34.9% |
| Participation rate | 98.9% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.0pp |
| Annual return | -17.64% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $12,000 | $2,218+441.0% | $3,009+298.8% | $2,596+362.2% |
| Participant deferral / active EE | $7,725 | $3,246+138.0% | $4,395+75.8% | $4,027+91.8% |
| Admin fee / account holder | $8,463 | $4,395+92.6% | $5,329+58.8% | $5,403+56.7% |