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 | $88,607 | $78,483+12.9% | $106,201-16.6% | $74,546+18.9% |
| Participation rate | 87.8% | 72.8%+15.0pp | 75.3%+12.5pp | 67.2%+20.6pp |
| Annual return | 85.06% | 15.94%+69.1pp | 116.26%-31.2pp | 1366.03%-1281.0pp |
| Employer contribution / active EE | $1,075 | $2,522-57.4% | $3,170-66.1% | $2,624-59.0% |
| Participant deferral / active EE | $4,591 | $4,320+6.3% | $5,012-8.4% | $4,347+5.6% |
| Admin fee / account holder | $1,025 | $2,236-54.1% | $11,039-90.7% | $1,944-47.3% |