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 | $100,904 | $101,499-0.6% | $147,005-31.4% | $74,546+35.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.97% | 8732.34%-8716.4pp | 418.76%-402.8pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,686 | $3,811-29.5% | $4,934-45.6% | $2,624+2.4% |
| Participant deferral / active EE | $6,096 | $7,304-16.5% | $8,070-24.5% | $4,347+40.2% |
| Admin fee / account holder | $52,327 | $1,748+2893.8% | $13,006+302.3% | $1,944+2592.3% |