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 3-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 | $83,563 | $102,317-18.3% | $146,958-43.1% | $80,856+3.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 59.02% | 134.76%-75.7pp | 418.34%-359.3pp | 35.59%+23.4pp |
| Employer contribution / active EE | $3,232 | $3,713-13.0% | $4,933-34.5% | $2,755+17.3% |
| Participant deferral / active EE | $8,149 | $6,644+22.7% | $8,070+1.0% | $4,296+89.7% |
| Admin fee / account holder | $4,621 | $7,941-41.8% | $12,998-64.4% | $6,918-33.2% |