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 | $88,328 | $88,672-0.4% | $105,223-16.1% | $82,448+7.1% |
| Participation rate | 82.4% | 67.9%+14.4pp | 75.0%+7.3pp | 68.1%+14.3pp |
| Annual return | 17.56% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,129 | $3,048-30.1% | $3,689-42.3% | $2,551-16.5% |
| Participant deferral / active EE | $7,874 | $4,036+95.1% | $5,072+55.3% | $4,139+90.2% |
| Admin fee / account holder | $1,940 | $7,146-72.9% | $8,859-78.1% | $7,234-73.2% |