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 | $82,980 | $77,634+6.9% | $156,549-47.0% | $62,891+31.9% |
| Participation rate | 98.8% | 71.2%+27.6pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | 8.22% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,938 | $3,444+14.4% | $5,501-28.4% | $2,281+72.7% |
| Participant deferral / active EE | $3,311 | $3,045+8.7% | $4,871-32.0% | $3,203+3.4% |
| Admin fee / account holder | $2,642 | $5,561-52.5% | $13,027-79.7% | $4,296-38.5% |