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 | $82,525 | $91,552-9.9% | $133,956-38.4% | $79,858+3.3% |
| Participation rate | 85.2% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | 12.34% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $7,901 | $2,384+231.5% | $3,919+101.6% | $2,471+219.8% |
| Participant deferral / active EE | $3,391 | $3,733-9.2% | $5,048-32.8% | $3,740-9.3% |
| Admin fee / account holder | $18,722 | $6,321+196.2% | $8,927+109.7% | $5,306+252.8% |