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 | $67,385 | $55,472+21.5% | $155,567-56.7% | $74,546-9.6% |
| Participation rate | 82.3% | 61.9%+20.3pp | 78.2%+4.1pp | 67.2%+15.0pp |
| Annual return | 26.53% | 268.72%-242.2pp | 64.74%-38.2pp | 1366.03%-1339.5pp |
| Employer contribution / active EE | $2,642 | $2,269+16.4% | $4,674-43.5% | $2,624+0.7% |
| Participant deferral / active EE | $6,682 | $2,838+135.5% | $5,628+18.7% | $4,347+53.7% |
| Admin fee / account holder | $13,495 | $1,743+674.4% | $15,916-15.2% | $1,944+594.4% |