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 | $66,235 | $65,561+1.0% | $86,188-23.2% | $75,163-11.9% |
| Participation rate | 95.2% | 60.5%+34.8pp | 69.0%+26.3pp | 67.2%+28.0pp |
| Annual return | 18.54% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,417 | $1,553+120.1% | $2,380+43.6% | $2,670+28.0% |
| Participant deferral / active EE | $6,303 | $3,024+108.4% | $3,985+58.1% | $4,125+52.8% |
| Admin fee / account holder | $4,127 | $5,474-24.6% | $6,852-39.8% | $5,651-27.0% |