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 | $64,874 | $58,726+10.5% | $92,233-29.7% | $62,292+4.1% |
| Participation rate | 93.1% | 68.3%+24.7pp | 76.5%+16.6pp | 69.5%+23.6pp |
| Annual return | 26.03% | 43.62%-17.6pp | 176.28%-150.2pp | 28.90%-2.9pp |
| Employer contribution / active EE | $1,186 | $2,392-50.4% | $3,679-67.8% | $2,042-41.9% |
| Participant deferral / active EE | $3,923 | $2,766+41.9% | $3,897+0.7% | $3,169+23.8% |
| Admin fee / account holder | $1,024 | $556+84.0% | $5,194-80.3% | $479+113.6% |