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 | $100,033 | $79,171+26.4% | $102,423-2.3% | $74,495+34.3% |
| Participation rate | 76.6% | 74.8%+1.8pp | 76.5%+0.1pp | 67.2%+9.4pp |
| Annual return | 11.29% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,366 | $2,362+42.5% | $3,023+11.3% | $2,623+28.3% |
| Participant deferral / active EE | $6,100 | $4,415+38.2% | $5,053+20.7% | $4,346+40.4% |
| Admin fee / account holder | $8,807 | $2,001+340.2% | $9,451-6.8% | $1,942+353.6% |