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 | $83,367 | $80,731+3.3% | $103,374-19.4% | $74,546+11.8% |
| Participation rate | 83.1% | 65.7%+17.4pp | 74.5%+8.6pp | 67.2%+15.9pp |
| Annual return | 37.14% | 27.56%+9.6pp | 24.89%+12.2pp | 1366.03%-1328.9pp |
| Employer contribution / active EE | $2,192 | $3,158-30.6% | $3,869-43.4% | $2,624-16.5% |
| Participant deferral / active EE | $3,393 | $3,860-12.1% | $5,058-32.9% | $4,347-22.0% |
| Admin fee / account holder | $4,757 | $2,369+100.8% | $8,394-43.3% | $1,944+144.7% |