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 | $55,415+21.6% | $155,509-56.7% | $74,495-9.5% |
| Participation rate | 82.3% | 61.9%+20.4pp | 78.2%+4.1pp | 67.2%+15.1pp |
| Annual return | 26.53% | 268.50%-242.0pp | 64.67%-38.1pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $2,642 | $2,267+16.5% | $4,672-43.5% | $2,623+0.7% |
| Participant deferral / active EE | $6,682 | $2,836+135.6% | $5,626+18.8% | $4,346+53.8% |
| Admin fee / account holder | $13,495 | $1,738+676.4% | $15,912-15.2% | $1,942+595.0% |