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 | $137,476 | $82,664+66.3% | $125,339+9.7% | $68,494+100.7% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $17,914 | $3,381+429.8% | $4,814+272.2% | $2,596+590.0% |
| Participant deferral / active EE | $11,245 | $6,110+84.0% | $7,446+51.0% | $4,027+179.2% |
| Admin fee / account holder | $16,553 | $6,275+163.8% | $10,010+65.4% | $5,403+206.4% |