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 | $243,275 | $102,317+137.8% | $146,958+65.5% | $80,856+200.9% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.7pp | 67.6%+26.3pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,060 | $3,713-44.5% | $4,933-58.2% | $2,755-25.2% |
| Participant deferral / active EE | $12,696 | $6,644+91.1% | $8,070+57.3% | $4,296+195.6% |
| Admin fee / account holder | $20,919 | $7,941+163.4% | $12,998+60.9% | $6,918+202.4% |