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 | $111,028 | $100,041+11.0% | $149,718-25.8% | $70,131+58.3% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.1%+11.6pp | 69.5%+29.1pp |
| Annual return | 14.47% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,717 | $3,662-25.8% | $5,445-50.1% | $2,342+16.0% |
| Participant deferral / active EE | $8,832 | $4,983+77.3% | $6,569+34.5% | $3,332+165.1% |
| Admin fee / account holder | $6,918 | $8,286-16.5% | $11,283-38.7% | $4,645+48.9% |