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 | $117,756 | $27,915+321.8% | $58,482+101.4% | $75,163+56.7% |
| Participation rate | 74.5% | 38.8%+35.6pp | 50.9%+23.6pp | 67.2%+7.3pp |
| Annual return | 16.47% | 44.20%-27.7pp | 4239.32%-4222.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,214 | $669+529.9% | $1,053+300.1% | $2,670+57.8% |
| Participant deferral / active EE | $8,838 | $1,201+635.7% | $1,924+359.4% | $4,125+114.2% |
| Admin fee / account holder | $3,372 | $1,726+95.4% | $2,516+34.0% | $5,651-40.3% |