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 | $144,412 | $79,171+82.4% | $102,423+41.0% | $74,495+93.9% |
| Participation rate | 71.6% | 74.8%-3.2pp | 76.5%-4.9pp | 67.2%+4.4pp |
| Annual return | 11.57% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,121 | $2,362-52.5% | $3,023-62.9% | $2,623-57.2% |
| Participant deferral / active EE | $4,553 | $4,415+3.1% | $5,053-9.9% | $4,346+4.8% |
| Admin fee / account holder | $14,104 | $2,001+605.0% | $9,451+49.2% | $1,942+626.4% |