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 | $100,571 | $86,944+15.7% | $107,525-6.5% | $74,304+35.4% |
| Participation rate | 91.4% | 59.6%+31.8pp | 75.1%+16.3pp | 60.3%+31.0pp |
| Annual return | 15.32% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,536 | $2,757-8.0% | $3,754-32.4% | $2,241+13.1% |
| Participant deferral / active EE | $4,607 | $3,554+29.6% | $5,116-9.9% | $3,767+22.3% |
| Admin fee / account holder | $7,673 | $3,727+105.9% | $8,919-14.0% | $2,969+158.5% |