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 | $83,707 | $79,171+5.7% | $102,423-18.3% | $74,495+12.4% |
| Participation rate | 83.2% | 74.8%+8.4pp | 76.5%+6.7pp | 67.2%+16.0pp |
| Annual return | 11.34% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $914 | $2,362-61.3% | $3,023-69.8% | $2,623-65.2% |
| Participant deferral / active EE | $3,656 | $4,415-17.2% | $5,053-27.6% | $4,346-15.9% |
| Admin fee / account holder | $2,204 | $2,001+10.1% | $9,451-76.7% | $1,942+13.5% |