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 | $129,439 | $102,317+26.5% | $146,958-11.9% | $80,856+60.1% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,667 | $3,713-1.2% | $4,933-25.7% | $2,755+33.1% |
| Participant deferral / active EE | $9,214 | $6,644+38.7% | $8,070+14.2% | $4,296+114.5% |
| Admin fee / account holder | $23,380 | $7,941+194.4% | $12,998+79.9% | $6,918+238.0% |