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 | $84,505 | $89,739-5.8% | $149,718-43.6% | $62,292+35.7% |
| Participation rate | 88.0% | 85.1%+2.9pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 17.31% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,486 | $3,233-54.0% | $5,445-72.7% | $2,042-27.2% |
| Participant deferral / active EE | $5,545 | $4,797+15.6% | $6,569-15.6% | $3,169+75.0% |
| Admin fee / account holder | $4,023 | $551+629.8% | $11,283-64.3% | $479+739.3% |