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 | $70,191 | $55,472+26.5% | $155,567-54.9% | $74,546-5.8% |
| Participation rate | 72.2% | 61.9%+10.3pp | 78.2%-6.0pp | 67.2%+5.0pp |
| Annual return | 12.14% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $4,448 | $2,269+96.0% | $4,674-4.8% | $2,624+69.5% |
| Participant deferral / active EE | $3,869 | $2,838+36.3% | $5,628-31.2% | $4,347-11.0% |
| Admin fee / account holder | $2,675 | $1,743+53.5% | $15,916-83.2% | $1,944+37.7% |