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 | $96,692 | $79,171+22.1% | $102,423-5.6% | $74,495+29.8% |
| Participation rate | 78.0% | 74.8%+3.2pp | 76.5%+1.5pp | 67.2%+10.8pp |
| Annual return | 13.69% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,161 | $2,362-50.9% | $3,023-61.6% | $2,623-55.8% |
| Participant deferral / active EE | $3,462 | $4,415-21.6% | $5,053-31.5% | $4,346-20.3% |
| Admin fee / account holder | $4,255 | $2,001+112.7% | $9,451-55.0% | $1,942+119.1% |