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 | $93,154 | $102,382-9.0% | $147,005-36.6% | $80,874+15.2% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 39.69% | 134.89%-95.2pp | 418.76%-379.1pp | 35.62%+4.1pp |
| Employer contribution / active EE | $5,968 | $3,715+60.6% | $4,934+20.9% | $2,756+116.6% |
| Participant deferral / active EE | $13,500 | $6,646+103.1% | $8,070+67.3% | $4,297+214.2% |
| Admin fee / account holder | $19,147 | $7,942+141.1% | $13,006+47.2% | $6,935+176.1% |