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 | $133,263 | $79,171+68.3% | $102,423+30.1% | $74,495+78.9% |
| Participation rate | 71.4% | 74.8%-3.4pp | 76.5%-5.1pp | 67.2%+4.2pp |
| Annual return | 11.70% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $796 | $2,362-66.3% | $3,023-73.7% | $2,623-69.6% |
| Participant deferral / active EE | $6,381 | $4,415+44.5% | $5,053+26.3% | $4,346+46.8% |
| Admin fee / account holder | $17,644 | $2,001+781.9% | $9,451+86.7% | $1,942+808.7% |