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 | $89,459 | $86,286+3.7% | $111,297-19.6% | $85,850+4.2% |
| Participation rate | 97.5% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | 11.19% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,215 | $2,043-40.5% | $2,731-55.5% | $2,565-52.6% |
| Participant deferral / active EE | $1,796 | $3,641-50.7% | $4,487-60.0% | $3,952-54.6% |
| Admin fee / account holder | $6,526 | $8,188-20.3% | $7,964-18.1% | $6,260+4.3% |