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 9-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 | $56,669 | $55,415+2.3% | $155,509-63.6% | $74,495-23.9% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 19.22% | 268.50%-249.3pp | 64.67%-45.5pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,528 | $2,267-32.6% | $4,672-67.3% | $2,623-41.7% |
| Participant deferral / active EE | $3,295 | $2,836+16.2% | $5,626-41.4% | $4,346-24.2% |
| Admin fee / account holder | $4,233 | $1,738+143.5% | $15,912-73.4% | $1,942+118.0% |