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 | $42,352 | $75,183-43.7% | $123,892-65.8% | $55,167-23.2% |
| Participation rate | 75.6% | 72.8%+2.8pp | 81.4%-5.8pp | 69.0%+6.6pp |
| Annual return | 130.66% | 19.01%+111.7pp | 47.52%+83.1pp | 169.23%-38.6pp |
| Employer contribution / active EE | $3,947 | $2,823+39.8% | $4,617-14.5% | $1,963+101.1% |
| Participant deferral / active EE | $7,858 | $5,084+54.5% | $5,984+31.3% | $3,054+157.3% |
| Admin fee / account holder | $526 | $663-20.6% | $8,357-93.7% | $504+4.4% |