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 | $81,182 | $98,750-17.8% | $149,696-45.8% | $79,858+1.7% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.2pp |
| Annual return | 20.55% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,628 | $3,216-18.3% | $4,644-43.4% | $2,471+6.3% |
| Participant deferral / active EE | $8,857 | $5,680+55.9% | $6,842+29.5% | $3,740+136.8% |
| Admin fee / account holder | $3,231 | $6,053-46.6% | $9,309-65.3% | $5,306-39.1% |