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 | $74,802 | $58,726+27.4% | $92,233-18.9% | $62,292+20.1% |
| Participation rate | 89.8% | 68.3%+21.5pp | 76.5%+13.3pp | 69.5%+20.3pp |
| Annual return | 17.26% | 43.62%-26.4pp | 176.28%-159.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,006 | $2,392-58.0% | $3,679-72.7% | $2,042-50.8% |
| Participant deferral / active EE | $4,336 | $2,766+56.8% | $3,897+11.3% | $3,169+36.8% |
| Admin fee / account holder | $1,238 | $556+122.5% | $5,194-76.2% | $479+158.3% |