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 | $80,065 | $73,933+8.3% | $96,683-17.2% | $75,163+6.5% |
| Participation rate | 81.3% | 66.4%+14.8pp | 74.3%+6.9pp | 67.2%+14.1pp |
| Annual return | 14.92% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $10,579 | $2,928+261.4% | $3,737+183.1% | $2,670+296.3% |
| Participant deferral / active EE | $6,061 | $3,659+65.7% | $4,878+24.2% | $4,125+46.9% |
| Admin fee / account holder | $2,851 | $5,216-45.3% | $6,730-57.6% | $5,651-49.5% |