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 | $101,499+1.3% | $147,005-30.0% | $74,546+38.0% |
| Participation rate | 83.5% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 28.45% | 8732.34%-8703.9pp | 418.76%-390.3pp | 1366.03%-1337.6pp |
| Employer contribution / active EE | $3,420 | $3,811-10.3% | $4,934-30.7% | $2,624+30.3% |
| Participant deferral / active EE | $8,862 | $7,304+21.3% | $8,070+9.8% | $4,347+103.8% |
| Admin fee / account holder | $4,580 | $1,748+162.1% | $13,006-64.8% | $1,944+135.7% |