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 | $67,979 | $61,774+10.0% | $97,226-30.1% | $80,856-15.9% |
| Participation rate | 89.0% | 63.5%+25.5pp | 72.7%+16.3pp | 67.6%+21.4pp |
| Annual return | 12.97% | -557.90%+570.9pp | 75.13%-62.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,078 | $1,837-41.3% | $2,729-60.5% | $2,755-60.9% |
| Participant deferral / active EE | $6,519 | $3,029+115.2% | $4,264+52.9% | $4,296+51.7% |
| Admin fee / account holder | $7,916 | $5,166+53.2% | $5,654+40.0% | $6,918+14.4% |