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 | $107,501 | $99,985+7.5% | $146,665-26.7% | $85,850+25.2% |
| Participation rate | 95.2% | 73.1%+22.2pp | 80.1%+15.2pp | 69.3%+25.9pp |
| Annual return | 15.26% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,293 | $2,559-49.5% | $4,136-68.7% | $2,565-49.6% |
| Participant deferral / active EE | $4,038 | $4,006+0.8% | $5,506-26.7% | $3,952+2.2% |
| Admin fee / account holder | $8,961 | $7,702+16.3% | $10,280-12.8% | $6,260+43.2% |