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 | $112,308 | $58,208+92.9% | $81,812+37.3% | $80,856+38.9% |
| Participation rate | 92.0% | 63.4%+28.5pp | 72.3%+19.6pp | 67.6%+24.3pp |
| Annual return | 13.95% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,372 | $2,340+1.4% | $2,912-18.5% | $2,755-13.9% |
| Participant deferral / active EE | $8,037 | $3,281+145.0% | $4,319+86.1% | $4,296+87.1% |
| Admin fee / account holder | $1,122 | $4,981-77.5% | $7,386-84.8% | $6,918-83.8% |