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 | $125,844 | $102,317+23.0% | $146,958-14.4% | $80,856+55.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 21.24% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $3,675 | $3,713-1.0% | $4,933-25.5% | $2,755+33.4% |
| Participant deferral / active EE | $8,283 | $6,644+24.7% | $8,070+2.6% | $4,296+92.8% |
| Admin fee / account holder | $3,889 | $7,941-51.0% | $12,998-70.1% | $6,918-43.8% |