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 | $206,308 | $102,317+101.6% | $146,958+40.4% | $80,856+155.2% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.2pp | 67.6%+23.8pp |
| Annual return | 17.08% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $4,800 | $3,713+29.3% | $4,933-2.7% | $2,755+74.2% |
| Participant deferral / active EE | $7,176 | $6,644+8.0% | $8,070-11.1% | $4,296+67.1% |
| Admin fee / account holder | $16,793 | $7,941+111.5% | $12,998+29.2% | $6,918+142.8% |