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 | $41,620 | $49,173-15.4% | $121,098-65.6% | $75,163-44.6% |
| Participation rate | 89.1% | 55.4%+33.7pp | 69.5%+19.6pp | 67.2%+21.9pp |
| Annual return | 19.13% | 55.99%-36.9pp | 985.75%-966.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $6,856 | $1,546+343.6% | $4,164+64.7% | $2,670+156.8% |
| Participant deferral / active EE | $5,772 | $2,628+119.7% | $4,080+41.5% | $4,125+39.9% |
| Admin fee / account holder | $1,152 | $3,942-70.8% | $5,644-79.6% | $5,651-79.6% |