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 | $114,118 | $91,538+24.7% | $129,995-12.2% | $75,163+51.8% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 18.62% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,765 | $2,845-2.8% | $4,320-36.0% | $2,670+3.6% |
| Participant deferral / active EE | $7,903 | $4,341+82.0% | $5,820+35.8% | $4,125+91.6% |
| Admin fee / account holder | $2,068 | $6,790-69.5% | $10,614-80.5% | $5,651-63.4% |