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 | $95,330 | $100,041-4.7% | $149,718-36.3% | $70,131+35.9% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 23.53% | 27.43%-3.9pp | 1501.63%-1478.1pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,168 | $3,662-68.1% | $5,445-78.5% | $2,342-50.1% |
| Participant deferral / active EE | $13,820 | $4,983+177.4% | $6,569+110.4% | $3,332+314.8% |
| Admin fee / account holder | $5,769 | $8,286-30.4% | $11,283-48.9% | $4,645+24.2% |