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 | $96,874 | $85,766+13.0% | $136,294-28.9% | $70,131+38.1% |
| Participation rate | 86.2% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 16.16% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,338 | $2,966-21.2% | $4,695-50.2% | $2,342-0.2% |
| Participant deferral / active EE | $7,279 | $5,051+44.1% | $6,247+16.5% | $3,332+118.5% |
| Admin fee / account holder | $1,150 | $5,420-78.8% | $9,243-87.6% | $4,645-75.3% |