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 | $94,547 | $68,346+38.3% | $94,646-0.1% | $75,163+25.8% |
| Participation rate | 82.8% | 76.1%+6.7pp | 80.8%+2.0pp | 67.2%+15.6pp |
| Annual return | 18.37% | 616.93%-598.6pp | 156.71%-138.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,770 | $2,701+2.5% | $3,672-24.6% | $2,670+3.7% |
| Participant deferral / active EE | $11,959 | $6,537+82.9% | $7,418+61.2% | $4,125+189.9% |
| Admin fee / account holder | $21,888 | $5,326+311.0% | $7,231+202.7% | $5,651+287.3% |