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 | $138,717 | $65,561+111.6% | $86,188+60.9% | $75,163+84.6% |
| Participation rate | 93.5% | 60.5%+33.0pp | 69.0%+24.5pp | 67.2%+26.3pp |
| Annual return | 18.17% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,553 | $1,5530% | $2,380-34.7% | $2,670-41.8% |
| Participant deferral / active EE | $6,721 | $3,024+122.3% | $3,985+68.7% | $4,125+62.9% |
| Admin fee / account holder | $10,365 | $5,474+89.3% | $6,852+51.3% | $5,651+83.4% |