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 | $100,191 | $121,341-17.4% | $189,513-47.1% | $79,386+26.2% |
| Participation rate | 91.3% | 86.1%+5.2pp | 87.8%+3.5pp | 70.7%+20.6pp |
| Annual return | 17.18% | 21.08%-3.9pp | 555.15%-538.0pp | 116.85%-99.7pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,108 | $6,395-20.1% | $8,221-37.9% | $4,046+26.3% |
| Admin fee / account holder | $17,164 | $651+2535.2% | $12,045+42.5% | $626+2639.9% |