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 | $103,756 | $91,538+13.3% | $129,995-20.2% | $75,163+38.0% |
| Participation rate | 83.0% | 71.4%+11.5pp | 78.5%+4.5pp | 67.2%+15.8pp |
| Annual return | 18.01% | -631.11%+649.1pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $5,805 | $2,845+104.0% | $4,320+34.4% | $2,670+117.4% |
| Participant deferral / active EE | $8,195 | $4,341+88.8% | $5,820+40.8% | $4,125+98.7% |
| Admin fee / account holder | $17,142 | $6,790+152.4% | $10,614+61.5% | $5,651+203.3% |