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 | $69,751 | $68,346+2.1% | $94,646-26.3% | $75,163-7.2% |
| Participation rate | 94.3% | 76.1%+18.2pp | 80.8%+13.4pp | 67.2%+27.1pp |
| Annual return | 18.38% | 616.93%-598.5pp | 156.71%-138.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $5,153 | $2,701+90.8% | $3,672+40.3% | $2,670+93.0% |
| Participant deferral / active EE | $10,212 | $6,537+56.2% | $7,418+37.7% | $4,125+147.6% |
| Admin fee / account holder | $1,321 | $5,326-75.2% | $7,231-81.7% | $5,651-76.6% |