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 | $113,296 | $85,766+32.1% | $136,294-16.9% | $70,131+61.5% |
| Participation rate | 95.5% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,155 | $2,966-27.3% | $4,695-54.1% | $2,342-8.0% |
| Participant deferral / active EE | $7,678 | $5,051+52.0% | $6,247+22.9% | $3,332+130.5% |
| Admin fee / account holder | $419 | $5,420-92.3% | $9,243-95.5% | $4,645-91.0% |