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 | $102,859 | $101,317+1.5% | $146,958-30.0% | $74,495+38.1% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 28.45% | 8730.91%-8702.5pp | 418.34%-389.9pp | 1364.94%-1336.5pp |
| Employer contribution / active EE | $3,420 | $3,810-10.2% | $4,933-30.7% | $2,623+30.4% |
| Participant deferral / active EE | $8,862 | $7,303+21.3% | $8,070+9.8% | $4,346+103.9% |
| Admin fee / account holder | $4,580 | $1,739+163.4% | $12,998-64.8% | $1,942+135.9% |