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 | $89,532 | $101,317-11.6% | $146,958-39.1% | $74,495+20.2% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 18.67% | 8730.91%-8712.2pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $6,852 | $3,810+79.8% | $4,933+38.9% | $2,623+161.2% |
| Participant deferral / active EE | $3,705 | $7,303-49.3% | $8,070-54.1% | $4,346-14.7% |
| Admin fee / account holder | $2,127 | $1,739+22.3% | $12,998-83.6% | $1,942+9.5% |