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 | $77,381 | $63,346+22.2% | $92,233-16.1% | $70,131+10.3% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 18.53% | 530.12%-511.6pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $7,949 | $2,471+221.7% | $3,679+116.0% | $2,342+239.3% |
| Participant deferral / active EE | $2,021 | $2,854-29.2% | $3,897-48.1% | $3,332-39.4% |
| Admin fee / account holder | $3,281 | $3,840-14.6% | $5,194-36.8% | $4,645-29.4% |