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 | $45,063 | $43,723+3.1% | $121,196-62.8% | $64,186-29.8% |
| Participation rate | 96.4% | 58.3%+38.1pp | 71.7%+24.6pp | 69.6%+26.8pp |
| Annual return | -4.49% | 68.91%-73.4pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,546 | $1,296+173.6% | $4,022-11.8% | $2,381+49.0% |
| Participant deferral / active EE | $3,722 | $2,280+63.2% | $3,344+11.3% | $3,470+7.3% |
| Admin fee / account holder | $5,182 | $3,501+48.0% | $5,019+3.2% | $4,888+6.0% |