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 | $80,724+3.3% | $103,333-19.3% | $74,495+11.9% |
| Participation rate | 83.1% | 65.7%+17.4pp | 74.5%+8.6pp | 67.2%+15.9pp |
| Annual return | 37.14% | 27.56%+9.6pp | 24.88%+12.3pp | 1364.94%-1327.8pp |
| Employer contribution / active EE | $2,192 | $3,157-30.6% | $3,868-43.3% | $2,623-16.4% |
| Participant deferral / active EE | $3,393 | $3,860-12.1% | $5,057-32.9% | $4,346-21.9% |
| Admin fee / account holder | $4,757 | $2,368+100.9% | $8,355-43.1% | $1,942+145.0% |